NEWS AND PRESS

We’re making headlines.

Our approach is making a difference — and people are taking notice. See why news outlets across the country are spreading the word about United Capital.

How to curb financial anxiety

How to curb financial anxiety

Date: Sep 14, 2017
Daily Worth

United Capital pivots to building nationwide brand

United Capital pivots to building nationwide brand

Date: Sep 14, 2017
Financial Advisor IQ

Joe Duran: Advisors must be life coaches

Joe Duran: Advisors must be life coaches

Date: Sep 14, 2017
Barron's

Advisors warned: Wake up to seismic industry changes

Advisors warned: Wake up to seismic industry changes

Date: Sep 14, 2017
Financial Planning

How advisors can survive in the age of Vanguard

How advisors can survive in the age of Vanguard

Date: Sep 14, 2017
Financial Planning

United Capital hires, raises cash as assets surge on digital platform

United Capital hires, raises cash as assets surge on digital platform

Date: Sep 14, 2017
Financial Advisor Magazine

Target-date funds are bad for older investors

Target-date funds are bad for older investors

Date: Sep 14, 2017
U.S. News & World Report

Advisors Brave Hurricane Harvey

Advisors Brave Hurricane Harvey

Date: Sep 08, 2017
WealthManagement.com

For hurricane-battered advisors, planning is key

For hurricane-battered advisors, planning is key

Date: Sep 07, 2017
ThinkAdvisor

3 things that undermine social security benefits

3 things that undermine social security benefits

Date: Sep 07, 2017
U.S. News & World Report

Advisors brave Hurricane Harvey

Advisors brave Hurricane Harvey

Date: Aug 31, 2017
Wealth Management

The 401(k) mistake you can’t afford to make

Date: Aug 24, 2017
U.S News & World Report

Convincing clients to let go of huge holdings

Convincing clients to let go of huge holdings

Date: Aug 24, 2017
FinancialPlanning

4 Mistakes to avoid with your first 401(k)

4 Mistakes to avoid with your first 401(k)

Date: Aug 17, 2017
U.S. News & World Report

Duran on investing in ETFs

Duran on investing in ETFs

Date: Aug 11, 2017
Bloomberg

Here’s what it would take to retire now

Here’s what it would take to retire now

Date: Aug 11, 2017
GoBankingRates

Dow posts 2nd straight positive week

Dow posts 2nd straight positive week

Date: Aug 11, 2017
CNBC

The mental mistake hurting millennial investors

The mental mistake hurting millennial investors

Date: Aug 11, 2017
U.S. News & World Report

Blending Creativity and Financial Planning

Blending Creativity and Financial Planning

Date: Aug 04, 2017
The Wall Street Journal

How risk tolerance questionnaires can steer you wrong

How risk tolerance questionnaires can steer you wrong

Date: Jul 28, 2017
U.S. News & World Report

The 10-Point

The 10-Point

Date: Jul 28, 2017
The Wall Street Journal

How risk tolerance questionnaires can steer you wrong

How risk tolerance questionnaires can steer you wrong

Date: Jul 28, 2017
U.S. News & World Report

Ian McKenna: The era of AI in advice is upon us

Ian McKenna: The era of AI in advice is upon us

Date: Jul 14, 2017
Money Marketing

3 ways women can become more confident investors

3 ways women can become more confident investors

Date: Jul 14, 2017
U.S. News & World Report

Let's get digital: It's time for advisers to adapt

Let's get digital: It's time for advisers to adapt

Date: Jul 14, 2017
FinancialPlanning

Investment planning is a year-round job

Investment planning is a year-round job

Date: Jun 30, 2017
www.usnews.com

The must-offer RIA services for the future

The must-offer RIA services for the future

Date: Jun 13, 2017
Financial Planning

The 11 worst money mistakes to make in your 30s

The 11 worst money mistakes to make in your 30s

Date: Jun 11, 2017
Business Insider

DOL fiduciary rule finally takes effect

DOL fiduciary rule finally takes effect

Date: Jun 09, 2017
WealthManagement.com

You have to buy misery

You have to buy misery

Date: Jun 08, 2017
CNBC

AMP goals-based strategy inspired by US firm

AMP goals-based strategy inspired by US firm

Date: Jun 06, 2017
Independendent Financial Adviser

Will the Trump agenda boost stocks?

Will the Trump agenda boost stocks?

Date: Jun 01, 2017
Fox Business

Joe Duran on Nightly Business Report

Joe Duran on Nightly Business Report

Date: May 30, 2017
Nightly Business Report

Joe Duran on modernizing the client experience

Joe Duran on modernizing the client experience

Date: May 25, 2017
Capital Ideas

Pay attention to buy-sell agreements

Pay attention to buy-sell agreements

Date: May 17, 2017
Financial Planning

What financial advisers can learn from Amazon

What financial advisers can learn from Amazon

Date: May 11, 2017
InvestmentNews

5% move in crude huge

5% move in crude huge

Date: May 04, 2017
CNBC

Frontrunners: The 2017 IA 25

Frontrunners: The 2017 IA 25

Date: May 01, 2017
ThinkAdvisor

4 Mistakes That Can Derail Your Early Retirement

4 Mistakes That Can Derail Your Early Retirement

Date: Apr 28, 2017
U.S News & World Report

Is the Fed trying to send a signal?

Is the Fed trying to send a signal?

Date: Apr 05, 2017
CNBC

Following the robo war, digital hybrids rise from the ashes

Following the robo war, digital hybrids rise from the ashes

Date: Apr 04, 2017
WealthManagement.com

Building your retirement budget? Be realistic and cash smart

Building your retirement budget? Be realistic and cash smart

Date: Mar 29, 2017
TD Ameritrade's Ticker Tape

The 361-day challenge

The 361-day challenge

Date: Mar 28, 2017
WealthManagement

4 ways to avoid a midlife investing crisis

4 ways to avoid a midlife investing crisis

Date: Mar 28, 2017
U.S. News & World Report

3 ways to avoid undercutting your retirement strategy

3 ways to avoid undercutting your retirement strategy

Date: Mar 17, 2017
U.S. News & World Report

Trump policy impact on stocks

Trump policy impact on stocks

Date: Mar 16, 2017
CNBC

United Capital's ‘bionic adviser’ vs. robos

United Capital's ‘bionic adviser’ vs. robos

Date: Mar 13, 2017
Orange County Business Journal

Include Longevity Planning in Your Retirement Strategy

Include Longevity Planning in Your Retirement Strategy

Date: Mar 07, 2017
U.S. News & World Report

How Millennial Investors Can Avoid Sabotaging Their Retirement

How Millennial Investors Can Avoid Sabotaging Their Retirement

Date: Feb 28, 2017
U.S. News & World Report

6 Ways to Make (Legit) Money While You Sleep

6 Ways to Make (Legit) Money While You Sleep

Date: Feb 22, 2017
Credit.com

The Demand for Digital Engagement

The Demand for Digital Engagement

Date: Feb 17, 2017
Asset TV

Impacts of Longevity

Impacts of Longevity

Date: Feb 17, 2017
Chicago Tribune

Impacts of Longevity

Impacts of Longevity

Date: Feb 17, 2017
Chicago Tribune

United Capital Rolls Out New Client-facing Tech

United Capital Rolls Out New Client-facing Tech

Date: Feb 13, 2017
WealthManagement.com

Financial Planners’ Keys to a Happy Retirement

Financial Planners’ Keys to a Happy Retirement

Date: Feb 10, 2017
Moneyrates.com

Sixteenth Annual Long Island Go Red for Women Luncheon

Sixteenth Annual Long Island Go Red for Women Luncheon

Date: Feb 03, 2017
Long Island Weekly

3 Reasons Trump’s Plans Mean Nothing to Long-term Investors

3 Reasons Trump’s Plans Mean Nothing to Long-term Investors

Date: Feb 03, 2017
U.S. News & World Report