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References
- 1 2 FA Staff (2015-06-15). "United Capital Acquires Two Firms". Financial Advisor. Retrieved 2015-10-20.
- ↑ "ABOUT GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT" . Retrieved 2020-04-05.
- ↑ Lauren K. Ohnesorge (2015-04-14). "United Capital acquires 30-year-old Chapel Hill advisory firm". Triangle Business Journal. Retrieved 2015-10-20.
- ↑ "Creative Planning, LLC completed the acquisition of Goldman Sachs Personal Financial Management from The Goldman Sachs Group, Inc. (NYSE:GS)". Market Screener. 3 November 2023. Retrieved 2023-12-15.
- ↑ Pendleton, Devon. "How Goldman Sachs Is Getting Cozy With Main Street Investors and Their Money". ThinkAdvisor. Retrieved 2023-06-05.
- ↑ "Relationship with Goldman Sachs Private Wealth Management" (PDF).
- ↑ Gil Weinreich (2015-04-15). "United Capital's Duran: Wealth management is dead. Long live life management!". Think Advisor. Retrieved 2015-10-20.
- ↑ Dan Jamieson (2013-10-13). "Turning advice on its head" . Investment News. Crain Communications . Retrieved 2015-10-20.
- ↑ "United Capital acquires three". Private Asset Management. 2008-12-15. p. 6.
- ↑ Diana Britton (2014-04-14). "Joe Duran's journey out of chaos". Wealth Management.com. Retrieved 2015-10-20.
- ↑ United Capital scoops up a $1.6 billion wealth manager from M&t, Elizabeth MacBride, January 13, 2011, Forbes, February 25, 2016
- ↑ "Goldman Sachs Puts Its Name on United Capital". Barron's . January 29, 2020. Retrieved January 30, 2020.
- ↑ Son, Hugh (2023-08-28). "Goldman Sachs unloads another business acquired under CEO David Solomon". CNBC.
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