Source: Investment News
By Lisa Shidler
Lisa Shidler of InvestmentNews details the story of adviser Michael Duncan who sold his firm to United Capital in order to benefit from the firm’s capabilities. One reason behind Duncan’s decision to join was United Capital’s work with back-end operations, which would allow him more time to commit to clients. Joe Duran, CEO and founding partner of United Capital, offers that the firm is only interested in acquisitions where the advisers want to stay and run their firms. This is evident in the 22 out of 23 firms acquired by United Capital that have the same advisers in place.

