United Capital Financial Advisers partners with Capital Planning Group to expand its national network of wealth management firms
October 9, 2009
United bucks market trend on acquisitions
September 24, 2009
Bessemer Bets $15M On Wealth Advising Co. United Capital Financial
September 24, 2009
Bessemer Venture Partners invests $15 million in United Capital
September 23, 2009
United Capital ranks 29th on Financial Advisor Magazine top RIA list.
July 1, 2009
United Capital Financial Advisers partners with Shane & Associates to expand its national network of wealth management firms.
April 29, 2009
Join up or start up?
Publication: Registered Rep Magazine
By John Chruchill- March 1, 2009
No Exit
Publication: Financial Planning Magazine
By Brooke Southall - February 2, 2009
Joe Duran discusses his insight on the markets and economy on CNBC
October 16, 2008
Joe Duran discusses the state of the market and the governments move to intervene
September 23, 2008
Joe Duran discusses ways to survive the global debt hangover
Publication: Broker Dealer Journal
By Joe Duran - August 2008
United Capital's vision discussed in cover article of Investment Advisor Magazine
Publication: Investment Advisor Magazine
By James J. Green - August 2008
O&A in Investment Advisor Magazine with Joe Duran
Publication: Investment Advisor Magazine
By James J. Green - July 2008
United Capital Chief Operating Officer, Gary Roth, interviewed in Investment News
Publication: Investment News
By Davis D. Janowski - June 23, 2008
Despite uncertainty, boomers think big for retirement
Publication: Investment News
By Lisa Shidler - April 14, 2008
Interview With Joe Duran
Publication: Registered Rep Magazine
By David A. Geracioti - April 1, 2008
United Capital is the featured story in Financial Advisor Magazine
February 1, 2008
Securities Technology, Fall 2007
United Capital's Chief Operating Officer, Gary Roth, discusses UCFP's partnership
with Salesforce.
Are You A Dinosaur?
Publication: Financial Planning Magazine
By Joseph J. Duran - December 1, 2007
United Capital Bulks Up
Publication: Financial Advisor Magazine
By Jeff Schlegel - October 25, 2007
A Match Made In Equity
Publication: Registered Rep Magazine
By Halah Touryalai - January 1, 2007
Private-equity firms set sights on wealth management biz
Publication: Investment News
By Charles Paikert - December 11, 2006
Adviser aggregator lands financing
Publication: Investment News
September 14, 2006
Roll-up firm aims at mom-and-pop advisory practices
Publication: Investment News
By Brooke Southall - June 5, 2006
Add Value to Your Practice After You Sell It
Publication: Morningstar
By David J. Drucker - April 20, 2006
United Capital Financial Partners Welcomes Hotchkiss Associates to its network of registered affiliates. > read more
United Capital Financial Partners buys four advisory firms. Acquisitions bring total client assets to over $8 Billion. > read more