United Capital Advisors Are Tired of Being Controlled

For many former United Capital advisors who found themselves at GSPFM, the partnership has not been the harmonious union they had hoped for. As everyone knows, these advisors initially joined United Capital as independent business owners seeking a sense of community and collaboration, all conveniently offered under the visionary leadership of Joe Duran. United Capital…

United Capital Legal Session

The meeting discusses a forum organized by the Gershman Group for United Capital Advisors in light of the recent acquisition of Goldman Sachs PFM by Creative Planning. Submitted by ChatGPT.  1. Introduction and Purpose: – Jenny Kim, a senior partner at Gershman Group, welcomes attendees. – The forum aims to provide United Capital Advisors with…