Goldman Sachs made a splash four years ago when it paid $750m for fast-growing wealth management firm, United Capital, a deal that gave the Wall Street giant entry into providing advice to the merely wealthy — as opposed to the superrich families who have long-relied on Goldman Sachs to manage their fortunes.

But amid excitement at the time over the transaction, questions emerged about the two firms’ compatibility. After all, United Capital’s founder, Joe Duran, was an outspoken, charismatic entrepreneur who didn’t quite seem to fit with Goldman’s button-down corporate culture. Industry observers also wondered whether United Capital’s advisers, used to choosing whatever investments they thought best for clients, would come under pressure to recommend products created by their new corporate parent.