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.

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

Factoring a Serious Illness into Your Retirement Plans

Factoring a Serious Illness into Your Retirement Plans

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

How to Safely Spend Your Nest Egg

How to Safely Spend Your Nest Egg

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

Crossing the Digital Divide

Crossing the Digital Divide

Date: Jan 24, 2017
Think Advisor

Facebook Challenge 2017: Moving Beyond Money

Facebook Challenge 2017: Moving Beyond Money

Date: Jan 17, 2017
InvestmentNews

6 Ways to Keep Your New Year

6 Ways to Keep Your New Year

Date: Jan 17, 2017
Barron's

Rescue Your Portfolio When You’ve Invested too Conservatively

Rescue Your Portfolio When You’ve Invested too Conservatively

Date: Jan 10, 2017
U.S. News & World Report

The Future Client Experience

The Future Client Experience

Date: Dec 29, 2016
WealthManagement.com

10 Smart Insurance Resolutions for 2017

10 Smart Insurance Resolutions for 2017

Date: Dec 28, 2016
USA Today

When Clients Jump Ship to an RIA Competitor

When Clients Jump Ship to an RIA Competitor

Date: Dec 22, 2016
Financial Planning

Icons & Innovators

Icons & Innovators

Date: Dec 19, 2016
InvestmentNews

How to Really Attract Women Clients

How to Really Attract Women Clients

Date: Dec 19, 2016
Financial Advisor IQ

It's all in the Timing: When Should You Retire?

It's all in the Timing: When Should You Retire?

Date: Dec 13, 2016
TD Ameritrade

Personalized Planning

Personalized Planning

Date: Dec 12, 2016
Asset TV

Build it Or Buy it? Figuring Out the Best Fintech Option

Build it Or Buy it? Figuring Out the Best Fintech Option

Date: Dec 06, 2016
Financial Planning

Give the Gift Your Clients Really Want

Give the Gift Your Clients Really Want

Date: Dec 05, 2016
Financial Advisor

The Bank of Mom and Dad

The Bank of Mom and Dad

Date: Dec 01, 2016
AARP

How to Stick to a Budget

How to Stick to a Budget

Date: Nov 23, 2016
Teen Vogue

Women to Watch

Women to Watch

Date: Nov 21, 2016
InvestmentNews

Nightly Business Report

Date: Nov 21, 2016
Nightly Business Report

Make Sure You Know What Cracking That Nest Egg Means

Date: Nov 20, 2016
Philadelphia Inquirer

There

Date: Nov 20, 2016
Newsday

Why Video Marketing is No Longer Optional, But Necessary

Date: Nov 18, 2016
Business2Community

Retirement Savings Goals: How Much Money Do You Really Need?

Date: Nov 15, 2016
TD Ameritrade Ticker Tape

9 Ways to Avoid Overspending This Holiday Season

Date: Nov 15, 2016
The Fiscal Times

Trump Will Finally Grant Yellen Her Wish

Date: Nov 14, 2016
CNN Money

Don

Date: Nov 10, 2016
ThinkAdvisor

Experts See Payoffs and Perils in Trumpenomics

Date: Nov 10, 2016
The Atlanta Journal-Constitution

Post-election Volatility

Date: Nov 09, 2016
Financial Advisor

4 Tips for Retooling Your Retirement Plan After Divorce

Date: Nov 08, 2016
U.S. News & World Report

All of the Liability and None of the Value

Date: Nov 08, 2016
WealthManagement.com

A Marketer

Date: Nov 08, 2016
Financial Advisor|Financial Advisor

Boss or Worker: Who

Date: Nov 06, 2016
The Orange County Register

Here

Date: Oct 23, 2016
Inc.com