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.

IBD and wirehouse ‘dinosaurs’ fighting for survival

IBD and wirehouse ‘dinosaurs’ fighting for survival

Date: Oct 12, 2017
Financial Planning

The payoff from high-dividend ETFs

The payoff from high-dividend ETFs

Date: Oct 05, 2017
U.S. News & World Report

Ellis: Behind the scenes of Shark Tank: Part 2

Ellis: Behind the scenes of Shark Tank: Part 2

Date: Sep 28, 2017
The Courier

How to revive your 401(k) in your 50s

How to revive your 401(k) in your 50s

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

How & when to withdraw a Social Security claim

How & when to withdraw a Social Security claim

Date: Sep 21, 2017
ThinkAdvisor

Ellis: Behind the scenes of Shark Tank: Part 1

Ellis: Behind the scenes of Shark Tank: Part 1

Date: Sep 21, 2017
The Courier

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