MutualFundWire.com: United Capital Sets the Pace at IMPACT

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Thursday, November 6, 2014

United Capital Sets the Pace at IMPACT

Advisors from United Capital and three other RIAs have a cause for busting out the champagne today.

A United Capital victory selfie photo op at IMPACT

This morning at the Schwab IMPACT 2014 conference at the Colorado Convention in Denver, before the Schwab team veered off to explore Africa, Schwab execs Bernie Clark and Jon Beatty took to the stage to honor the winners of Schwab's annual IMPACT awards. The Schwab team has honored RIAs with the awards since 2006.

This year's winners were:

-San Francisco-based Bingham, Osborn & Scarborough, "Best-in-Business";

-Newport Beach, California-based United Capital Financial Advisers, "Pacesetter";

-Newport Beach, California-based Beacon Pointe Advisors, "Trailblazer";

-and Albert Lea, Minnesota-based Alliance Benefit Group of Minnesota & Kansas, the first ever winner of Schwab's brand new "Best-in-Retirement Business" award.

Each winner chooses a charity, and Schwab donates $15,000 those charities. Bingham picked Bay Area Legal Aid, Edgewood Center for Children and Families, and Shanti Project. United Capital picked the Orange County chapter of the Tech Project. Beacon Pointe picked the Beacon Pointe Advisors Fund -- OCCF. And ABG-MNKC picked the Albert Lea Public Education Foundation and the Marion Medical Mission.

The awards ceremony is part of another jam-packed IMPACT conference. The big draw today is former U.S. President George W. Bush, whom Clark will interview at 4:30pm.

Printed from: MFWire.com/story.asp?s=50113

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