NEWS AND PRESS

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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.

Harnessing the power of behavioral finance tools

Harnessing the power of behavioral finance tools

Date: Aug 06, 2018
Financial Planning

Are baby boomers the new millennials?: In|Vest 2018

Are baby boomers the new millennials?: In|Vest 2018

Date: Aug 06, 2018
Financial Planning

The problem with goals

The problem with goals

Date: Aug 06, 2018
Investment News

Is Fixed Income Ready for Factors?

Is Fixed Income Ready for Factors?

Date: Aug 06, 2018
Barron's

10 habits of highly innovative financial execs

10 habits of highly innovative financial execs

Date: Aug 06, 2018
InvestmentNews

To Earn More Money, Maximize Your Time

To Earn More Money, Maximize Your Time

Date: Aug 06, 2018
Barron's

Are your clients getting an optimum experience?

Are your clients getting an optimum experience?

Date: Aug 06, 2018
Financial Planning

Are your clients getting an optimum experience?

Are your clients getting an optimum experience?

Date: Jun 22, 2018
Financial Planning

27 Ugly Truths About Retirement

27 Ugly Truths About Retirement

Date: Jun 17, 2018
GOBankingRates

7 Investing Lessons Dad Forgot to Teach You

7 Investing Lessons Dad Forgot to Teach You

Date: Jun 15, 2018
US News & World Report

The Money Lessons I Learned From My Dad

The Money Lessons I Learned From My Dad

Date: Jun 14, 2018
GOBankingRates

Byron Ellis talks money with high school girls from The Woodlands National Charity League

Byron Ellis talks money with high school girls from The Woodlands National Charity League

Date: Jun 06, 2018
https://www.woodlandsonline.com/npps/story.cfm?nppage=60800

Life Management: Transparency, communication key to keeping clients

Life Management: Transparency, communication key to keeping clients

Date: Jun 03, 2018
Atlanta Business Chronicle

New Shooter, Biggest Deal; Joe Knows Wealth

New Shooter, Biggest Deal; Joe Knows Wealth

Date: Jun 01, 2018
Orange County Business Journal

Nightly Business Report

Nightly Business Report

Date: May 28, 2018
CNBC

Will financial wellness fly for Envestnet?

Will financial wellness fly for Envestnet?

Date: May 22, 2018
Financial Planning

An American CFP's experience in the land down under

An American CFP's experience in the land down under

Date: Apr 18, 2018
InvestmentNews

Future for RIAs bright and challenging

Future for RIAs bright and challenging

Date: Apr 18, 2018
InvestmentNews

3 ways to broaden your investment horizons

3 ways to broaden your investment horizons

Date: Apr 18, 2018
U.S. News & World Report

Joe Duran on how advisers can beat robos

Joe Duran on how advisers can beat robos

Date: Apr 18, 2018
InvestmentNews

The markings of a true destination RIA

The markings of a true destination RIA

Date: Apr 18, 2018
WealthManagement.com

Are money problems ruling your relationship?

Are money problems ruling your relationship?

Date: Mar 09, 2018
Financial Times

The markings of a true destination RIA

The markings of a true destination RIA

Date: Mar 09, 2018
WealthManagement.com

Can the bull market in RIA M&A continue its record run?

Can the bull market in RIA M&A continue its record run?

Date: Mar 08, 2018
Financial Planning

What RIA sellers need to know

What RIA sellers need to know

Date: Mar 08, 2018
Financial Planning

6 tips from career experts on how to ask for that raise

6 tips from career experts on how to ask for that raise

Date: Feb 22, 2018
The Washington Post

Stocks rise to cap roller-coaster week

Stocks rise to cap roller-coaster week

Date: Feb 22, 2018
Fox Business

Leading robos go dark during stock market plunge

Leading robos go dark during stock market plunge

Date: Feb 22, 2018
Financial Planning

What Tim Buckley got wrong

What Tim Buckley got wrong

Date: Feb 22, 2018
Wealth Management

Shining a light on bitcoin

Shining a light on bitcoin

Date: Feb 02, 2018
ThinkAdvisor

10 retirement savings and 401K questions, answered

10 retirement savings and 401K questions, answered

Date: Feb 02, 2018
Reader's Digest

How bitcoin and blockchain will change the world

How bitcoin and blockchain will change the world

Date: Jan 27, 2018
InvestmentNews

How a $21bn FUA empire was built

How a $21bn FUA empire was built

Date: Jan 27, 2018
Independent Financial Advisor

As big firms exit broker pact, investors are uneasy

As big firms exit broker pact, investors are uneasy

Date: Jan 27, 2018
New York Times

The RIA channel is ‘ripe' for consolidatio

The RIA channel is ‘ripe' for consolidatio

Date: Jan 27, 2018
Wealth Management

Older investors can learn a lot from millennials

Older investors can learn a lot from millennials

Date: Jan 27, 2018
U.S. News & World Report

Vanguard’s digital advice platform crosses $100B

Vanguard’s digital advice platform crosses $100B

Date: Jan 27, 2018
FinancialPlanning

The biggest losers and winners of 2017

The biggest losers and winners of 2017

Date: Jan 27, 2018
InvestmentNews

2017’s biggest practice management issues

2017’s biggest practice management issues

Date: Jan 27, 2018
Financial Advisor IQ

Behind the M&A buying spree

Behind the M&A buying spree

Date: Jan 27, 2018
Financial Planning

Behind the M&A buying spree

Behind the M&A buying spree

Date: Jan 27, 2018
Financial Planning

2017’s biggest practice management issues

2017’s biggest practice management issues

Date: Jan 27, 2018
Financial Advisor IQ

Millennials, stop doubting your investment choices

Millennials, stop doubting your investment choices

Date: Jan 27, 2018
U.S. News & World Report

United Capital acquires Payne Wealth

United Capital acquires Payne Wealth

Date: Jan 27, 2018
ThinkAdvisor

Three big effects of the shifting broker protocol

Three big effects of the shifting broker protocol

Date: Jan 27, 2018
Investment News

Three big effects of the shifting broker protocol

Three big effects of the shifting broker protocol

Date: Jan 27, 2018
Investment News

3 Investing moves that can complicate retirement

3 Investing moves that can complicate retirement

Date: Jan 27, 2018
U.S. News & World Report

How to get out of the overspending trap

How to get out of the overspending trap

Date: Dec 01, 2017
CNN Money

LET’S TALK: Outcomes in a New Context

LET’S TALK: Outcomes in a New Context

Date: Dec 01, 2017
J.P. Morgan and Down Jones

Do you spend like the average American?

Do you spend like the average American?

Date: Dec 01, 2017
The Courier

 An American Thanksgiving

An American Thanksgiving

Date: Dec 01, 2017
Investment News

Media stocks rally for the week

Media stocks rally for the week

Date: Nov 21, 2017
CNBC