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.

Rescue Your Portfolio When You’ve Invested too Conservatively

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

The Best Piece of Money Advice You’ve Never Heard

Date: January 6, 2016
MarketWatch

The Future Client Experience

Date: December 29, 2016
WealthManagement.com

10 Smart Insurance Resolutions for 2017

Date: December 28, 2016
USA Today

When Clients Jump Ship to an RIA Competitor

Date: December 22, 2016
Array

How to Really Attract Women Clients

Date: December 19, 2016
Financial Advisor IQ

Icons & Innovators

Date: December 19, 2016
InvestmentNews

7 Ways to Manage Rising Health Care Costs, Avoid Card Debt

Date: December 19, 2016
CreditCards.com

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

Date: December 13, 2016
TD Ameritrade

Personalized Planning

Date: December 12, 2016
Asset TV

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

Date: December 6, 2016
Financial Planning

Give the Gift Your Clients Really Want

Date: December 5, 2016
Financial Advisor

The Bank of Mom and Dad

Date: December 1, 2016
AARP

How to Save Money Shopping on Cyber Monday

Date: November 28, 2016
PIX 11

How to Stick to a Budget

Date: November 23, 2016
Teen Vogue

Women to Watch

Date: November 21, 2016
InvestmentNews

Nightly Business Report

Date: November 21, 2016
Nightly Business Report

Make Sure You Know What Cracking That Nest Egg Means

Date: November 20, 2016
Philadelphia Inquirer

Why Video Marketing is No Longer Optional, But Necessary

Date: November 18, 2016
Business2Community

9 Ways to Avoid Overspending This Holiday Season

Date: November 15, 2016
The Fiscal Times

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

Date: November 15, 2016
TD Ameritrade Ticker Tape

Trump Will Finally Grant Yellen Her Wish

Date: November 14, 2016
CNN Money

Experts See Payoffs and Perils in Trumpenomics

Date: November 10, 2016
The Atlanta Journal-Constitution

Post-election Volatility—We’ve Only Just Begun

Date: November 9, 2016
Financial Advisor

All of the Liability and None of the Value

Date: November 8, 2016
WealthManagement.com

4 Tips for Retooling Your Retirement Plan After Divorce

Date: November 8, 2016
U.S. News & World Report

Boss or Worker: Who’ll Rule Orange County’s Economic Future?

Date: November 6, 2016
The Orange County Register

Leadership Insights From Former President George W. Bush

Date: November 3, 2016
InvestmentNews

What Women Want—In A Financial Adviser

Date: October 18, 2016
The Globe and Mail

How To Create A Foolproof Withdrawal Plan For Retirement Assets

Date: October 18, 2016
U.S. News & World Report

What Do Women Want From Their Financial Advisors?

Date: October 12, 2016
The Wall Street Journal

The Putin Rally

Date: October 10, 2016
CNBC

How Google Has Changed Wealth Management Marketing

Date: October 6, 2016
Financial Advisor

How Advisers Go Beyond Investing

Date: October 3, 2016
Financial Planning

2016 Winner: United Capital Financial Advisers

Date: September 29, 2016
WealthManagement.com

How To Invest An Inheritance For A Comfortable Retirement

Date: September 27, 2016
U.S. News & World Report

Should A Part-Time Job Be Part Of A Retirement Plan?

Date: September 27, 2016
U.S. News & World Report

Joe Duran On The Strength Of The Markets

Date: September 27, 2016
Bloomberg Radio

Is Behavioral Finance The Edge Advisers Need To Beat Robos?

Date: September 23, 2016
Financial Planning

Women And The Time Crisis

Date: September 23, 2016
Financial Advisor

Thwarting Clients’ Self-Destructive Tendencies

Date: September 22, 2016
Financial Planning

5 Common Investment Mistakes That Couples Makes

Date: September 21, 2016
U.S. News & World Report

How Investment Advisers Are Changing With The Times

Date: September 16, 2016
BlackRock

When Conventional Wisdom Isn’t All That Smart

Date: September 14, 2016
Business2Community

Salesforce Thinks It Can Help You Gel With Clients

Date: September 12, 2016
Financial Advisor IQ

United Capital Strengthens New England Presence

Date: September 8, 2016
Family Wealth Report

Why United Capital’s Business Strategy Is Gaining Traction

Date: September 8, 2016
Financial Planning

Is Technology A Cost Or An Investment?

Date: September 7, 2016
Financial Planning

Understand Your Financial Personality

Date: September 1, 2016
BlackRock

Retirement: Better To Live Rich Today Than Die Rich Tomorrow

Date: September 1, 2016
TD Ameritrade "The Ticker Tape"

4 Ways To Protect Your Retirement While Being A Caregiver

Date: August 30, 2016
U.S. News & World Report

2016: The Year Of The Independent Advisory Firm

Date: August 27, 2016
Barron's

How Everyday Investors Should Prepare for Yellen’s Big Speech

Date: August 23, 2016
Wall Street Journal "Your Money Matters"

Is There a Confidence Gap, Or Is She Just Not That Into You?

Date: August 10, 2016
Financial Advisor

Millennial Concerns? Get Over It

Date: August 8, 2016
Array

Dow Near Session Lows

Date: August 8, 2016
Array

Pros and Cons to Filing for Bankruptcy

Date: July 27, 2016
PIX11

The Penny Drop with Cary Carbonaro

Date: July 26, 2016
Array

Does US Hold Key to Low-Cost Advice?

Date: July 12, 2016
Array

Keep Calm and Carry On Through Brexit

Date: July 6, 2016
Array

Is the Rally for Real?

Date: June 28, 2016
Array

Deciding if a Financial Adviser is Right for the Job

Date: June 10, 2016
The New York Times

My Favorite Marketing Game – Beer Optional

Date: June 7, 2016
Financial Advisor

The 7 Smartest Things to Do With an Extra $1,000

Date: June 3, 2016
BusinessInsider

Is It Time to Move Cities? 3 Questions to Ask

Date: May 27, 2016
Creditkarma.com

To Roll Over or Not to Roll Over: What to Do With That Old 401(k)

Date: May 26, 2016
U.S. News & World Report

Kitces: The Next State of Advisor Evolution

Date: May 23, 2016
Financial Planning

How (and Why) Men and Women Retire Differently

Date: May 19, 2016
U.S. News & World Report

McKinsey: Time to Manage Behavior, Not Just Portfolios

Date: May 13, 2016
Financial Advisor IQ

United Capital Adds $300M + RIA to Roster

Date: May 4, 2016
Financial Planning

Why Efficient RIAs Choose the Cloud Over Legacy Systems

Date: May 4, 2016
Financial Planning

United Capital Acquires Virginia Advisory Firm

Date: May 4, 2016
Family Wealth Report

Joe Duran on Nightly Business Report

Date: April 28, 2016
CNBC

Lessons from 7 Women Who Broke Wall Street’s Glass Ceiling

Date: April 28, 2016
U.S. News & World Report

4 Credit Lessons Men Can Learn From Women

Date: April 26, 2016
Creditcards.com

Company of Note: United Capital Financial Advisers

Date: April 23, 2016
The Financial Revolutionist

United Capital to Sell White-Label Advisor Technology Package

Date: April 20, 2016
Wealthmanagement.com

United Capital Announces FinLife Partners

Date: April 20, 2016
United Capital

Gray Divorce Can Drag Both Parties Into the Red

Date: April 8, 2016
The Washington Post

Almost 50% of U.S. Household Breadwinners Are Women

Date: April 8, 2016
TheStreet.com

Go To The Top of Your Retirement Adviser’s Priority List

Date: April 7, 2016
Philadelphia Inquirer

The Higher Purpose of Marketing

Date: April 6, 2016
Financial Advisor

How Often Should I Check My Investment Portfolio?

Date: April 6, 2016
MoneyMagazine

Reactions to the Labor Department’s Fiduciary Rule

Date: April 6, 2016
Wall Street Journal

Small Caps: Invest Now?

Date: March 31, 2016
CNBC

Fed Reaction From CEO of United Capital

Date: March 31, 2016
AssetTV

Your Money & The Fed

Date: March 29, 2016
CNBC

The One Thing in Marketing

Date: March 21, 2016
Business 2 Community

Your Guide to Spring Cleaning Your Finances

Date: March 16, 2016
DailyWorth,com

10 Books That Can Make You Rich

Date: March 9, 2016
DailyWorth.com

Salesforce’s Wealth Management CRM Goes Live

Date: March 8, 2016
Wealthmanagement.com

What Advisers Can Learn From Apple

Date: March 9, 2016
Financial Advisor

Opening Up Your Practice to a Client Portal

Date: March 4, 2016
Financial Planning

9 Excuses You’re Making to Avoid Saving for Retirement

Date: March 2, 2016
GoBankingRates.com

Outdated Retirement Advice You Should Avoid

Date: February 25, 2016
U.S. News & World Report

7 Money Habits That Secretly Annoy Your Spouse

Date: February 25, 2016
GoBankingRates.com

Tension in Robo Space: Facts vs. Perception

Date: February 24, 2016
Financial Planning

United Capital Buys a Human Approach to Digital Advice

Date: February 22, 2016
Financial Planning

United Capital Acquires Digital Planning Tool FlexScore

Date: February 19, 2016
InvestmentNews

United Capital Acquires FlexScore to Boost Financial Planning

Date: February 19, 2016
WealthManagement.com

United Capital Expands Executive Team

Date: February 18, 2016
WealthManagement.com

What Financial Moves to Make At Every Age

Date: February 17, 2016
PIX11 TV

Indianapolis Firm Gives $10,000 to Wheeler Mission

Date: February 16, 2016
WTHR.com

Why Vanguard is About to Engulf the Financial Planning Industry

Date: February 12, 2016
The Wall Street Journal

6 Money Clues Your Date is a Financial Disaster

Date: February 11, 2016
CreditCards.com

9 Myths About Marriage and Money – Debunked

Date: February 9, 2016
DailyWorth.com

Why Recession is a Hot Topic Despite Positive Signs

Date: February 8, 2016
Philly.com

Strategy Amid the Selloff

Date: February 8, 2016
CNBC

Advisors: Change Your Model or Lose Your Job

Date: February 5, 2016
Financial Planning

Top Ten Signs You Work in Wealth Management Marketing

Date: February 5. 2016
Financial Advisor

Ping Pong with Joe Duran

Date: February 4, 2016
InvestmentNews

“Disruptive” Digital Innovation Driving M&A

Date: February 3, 2016
ThinkAdvisor

Life Policies Spike As Providers Offer More Riders

Date: January 29, 2016
Financial Advisor IQ

8 Millionaire Money Tips for the Rest of Us

Date: January 29, 2016
U.S. News & World Report

Los Altos’ Bedrock Capital Management Acquired by Newport Beach Firm

Date: January 27, 2016
Silicon Valley Business Journal

What Really Happens When You Miss redit Card Payments

Date: January 26, 2016
DailyWorth.com

United Capital Makes Two Acquisitions, Adding $370 Million

Date: January 26, 2016
Family Wealth Report

Your Exit Strategy Could Be Your Client

Date: January 26, 2016
Wealthmanagement.com

“Unplugged” Consumer Research

Date: January 22, 2016
Business 2 Community

Love Does Not Mean Couples Are Automatically Financially Compatible

Date: January 21, 2016
Financial Advisor Magazine

A 20% Bear Market Could Happen?

Date: January 18, 2016
CNBC

How To Hire A Financial Advisor

Date: January 15, 2016
U.S. News & World Report

4 Times It May Pay to Go into Debt

Date: January 15, 2016
U.S. News & World Reports

Three Ways to Market Your Value to Clients

Date: January 14, 2016
Financial Advisor

Advisors Prepare Millennials for Parent’s Retirement

Date: January 7, 2016
Financial Advisor

Advisers Work to Steady Anxious Investors

Date: January 7, 2016
The Wall Street Journal

How Aggregation Technology Can Better Your Firm

Date: January 6, 2016
Financial Planning

Money Advice for Women in Their 40s

Date: December 30, 2015
Money

New Year, New You: Top Tips For Your Financial Life

Date: December 28, 2015
Fox & Friends

Win With Clients in 2016

Date: December 21, 2015
InvestmentNews

Retirement Planning for Couples

Date: December 18, 2015
The Washington Post

Buy Your House Now

Date: December 16, 2015
The Washingtonian

Was Your Investment Successful?

Date: December 14, 2015
Money

Rebalance Your Portfolios

Date: December 11, 2015
CNBC

Should I Co-Sign a Loan to Help My Friend?

Date: December 11, 2015
Market Watch

Joe Duran Returns to CNBC “Closing Bell”

Date: December 11, 2015
CNBC

Joe Duran on CNBC “Closing Bell”

Date: December 11, 2015
CNBC

Save Or Spend That Holiday Bonus?

Date: December 10, 2015
U.S. News & World Report

Marketers: Go Back to the Basics in 2016

Date: December 9, 2015
Financial Advisor

Tips for First-Time Homebuyers

Date: December 4, 2015
Bankrate.com

RIA Deal Mania: What You Need to Know

Date: December 3, 2015
InvestmentNews

“The Money Code” Giveaway

Date: November 24, 2015
Women's World Magazine

Avoid Bad Email Marketing

Date: November 23, 2015
Business 2 Community

Three Quotes For Advisers

Date: November 17, 2015
InvestmentNews

Make the Most of Your CRM System

Date: November 16, 2015
Financial Planning

Alternatives to a Down Payment

Date: November 13, 2015
CNN Money

United Capital Expands Its Footprint in Maryland

Date: November 11, 2015
The Baltimore Business Journal

Why Everyone Can Benefit From Estate Planning

Date: November 10, 2015
THV11

Don’t Forget Holiday Expenses in Your Budget

Date: November 10, 2015
U.S. News & World Report

United Capital Expands Retirement Business

Date: November 10, 2015
Benefitspro.com

Expanding United Capital’s Growth

Date: November 9, 2015
The Orange County Business Journal

Continuing the Growth Story

Date: November 9, 2015
Financial Advisor

Newest Advisers Bring $1.5 Billion in Assets

Date: November 9, 2015
InvestmentNews

How to Beat Financial Failures

Date: November 9, 2015
GOBankingRates.com

Save Money Without Even Noticing

Date: November 5, 2015
Self.com

Money Faux Paus To Avoid

Date: November 4, 2015
U.S. News & World Report

Attracting Millennials to the Industry

Date: November 4, 2015
Financial Advisor

Surprising Sources of Debt

Date: November 2, 2015
U.S. News & World Report

Handling Clients in Distress

Date: November 2, 2015
Financial Advisor

Financial Life Managers

Date: November 1, 2015
The Wall Street Journal

Inflation and Retirement: What You Need to Know

Date: October 30, 2015
TheStreet.com

Money Tips for Your 30s

Date: October 27, 2015
Self.com

Have You Opened a Savings Account with Your Child?

Date: October 20, 2015
Bankrate.com

Duran Discusses the Markets, Oil and Earnings

Date: October 9, 2015
Nightly Business Report

United Capital Advisers: In It For the Long Run

Date: October 7, 2015
The Wall Street Journal

Modernize Your Marketing

Date: October 6, 2015
Financial Advisor

Effective Client Engagement

Date: October 1, 2015
Financial Planning

Can Apple Continue to Grow?

Date: September 25, 2015
Fox Business

Job Challenges For Advisers

Date: September 24, 2015
InvestmentNews

Adviser Fees: What Clients Really Want in Return

Date: September 22, 2015
InvestmentNews

Tips for Women Buying Their First Home

Date: September 21, 2015
Reuters

Vacation Planning Enhances the Adviser-Client Relationship

Date: September 21, 2015
InvestmentNews

Recent Market Moves and the Fed

Date: September 16, 2015
CNBC

Duran on Investing: The Sky is Not Falling

Date: September 16, 2015
Bloomberg Radio

Women Should Be Proactive About Social Security

Date: September 14, 2015
Financial Advisor

The CMO: 5 Traits of a Successful Marketer

Date: Business 2 Community
September 14, 2015

Why Advisers Should Be “Un-Cola”

Date: September 9, 2015
Financial Advisor

Investors: Look to Mega-Caps

Date: September 4, 2015
CNBC

Joe Duran on EMoney’s CEO Resigning

Date: September 3, 2015
InvestmentNews

The Markets, China and the Fed: What You Need to Know

Date: September 1, 2015
Yahoo! Finance

A Unique Approach to Training Young Advisers

Date: September 1, 2015
Financial Planning

Why the Market Downturn Will Not Kill the Robo-Adviser

Date: September 1, 2015
Investment News

The Two Biggest Money Mistakes

Date: August 26, 2015
Money.com

Market Selloff: Will Robo-Advisers Weather the Storm?

Date: August 24, 2015
Investment News

The Future of Robo-Advisers

Date: August 24, 2015
The Wall Street Journal

Tips for Paying Off Loans

Date: August 21, 2015
Crain's Wealth

Advisers: Avoid Becoming the Yellow Cab in an Uber World

Date: August 17, 2015
InvestmentNews

Spouses and Joint Checking Accounts: What You Need to Know

Date: August 14, 2015
US News & World Report

Get with the Smarketing Program

Date: August 13, 2015
Financial Advisor

United Capital Grows its East Coast Presence

Date: August 10, 2015
Reuters

The Four “Cs” Driving the Markets

Date: August 11, 2015
CNBC

FinLife: An Evolution of Thinking, 10 Years in the Making

Date: August 5, 2015
Financial Advisor IQ

What Men and Women Can Learn From Each Other, Financially

Date: August 3, 2015
CreditCardGuide.com

Tips for Avoiding Money Stress

Date: August 3, 2015
CNBC.com

A Look into United Capital’s Latest Partnership

Date: July 20, 2015
Albuquerque Business First

South Carolina Advisers Join United Capital

Date: August 10, 2015
Financial Planning

A Lesson on Risk-Taking

Date: July 16, 2015
InvestmentNews

#FinLife

Date: July 15, 2015
Financial Advisor

FinLife: Maximizing Your Entire Life

Date: July 10, 2015
Yahoo! Finance

Making Better Decisions For You and Your Clients

Date: July 9, 2015
InvestmentNews

Love What You Do: Steps to Achieve Success

Date: July 9, 2015
Business 2 Community

Money Mistakes to Avoid in Your 30’s

Date: July 6, 2015
Business Insider

Seniors: Tips for Getting Rid of Debt

Date: July 2, 2015
U.S. News & World Report

Ways to Build a Low-Risk Portfolio

Date: June 22, 2015
Money.com

Fed Watchers Waiting for Signal From Federal Reserve

Date: June 16, 2015
Washington Examiner

United Capital Enters Arkansas Market

Date: June 16, 2015
Arkansas Business

Investing in Today’s Market

Date: June 12, 2015
Fox Business

Ways to Connect with Clients During Slow Summer Months

Date: June 8, 2015
Financial Advisor

Having Confidence With Wealthy Clients

Date: June 3, 2015
The Wall Street Journal

Advisers Seeking Independence From Wirehouses

Date: June 1, 2015
ThinkAdvisor.com

Three Tips for Leading a Team

Date: May 13, 2015
InvestmentNews

Time for the Industry to Get Real

Date: May 13, 2015
Financial Adviser

Are You Prepared for Retirement? Gen X Is

Date: May 11, 2015
MainStreet.com

Marriage and Merging Finances

Date: May 6, 2015
Financial Advisor

The Fed’s Policy Statement and its Implications for Investors

Date: April 29, 2015
Nightly Business Report

The Keys to a Successful FinLife

Date: April 23, 2015
FoxBusiness

Emotions, Money and FinLife

Date: April 23, 2015
Bloomberg Radio

Consumer Research Findings

Date: April 20, 2015
Financial Advisor

Recent Happenings at United Capital

Date: April 17, 2015
RIABiz

FinLife Culture

Date: April 16, 2015
Financial Planning

Are You Spending Your Market Dollars Effectively?

Date: April 16, 2015
InvestmentNews

United Capital’s First North Carolina Office

Date: April 14, 2015
Triangle Business Journal

United Capital in Two New States

Date: April 13, 2015
FinancialAdvisor

Get Real: It’s What Consumers Want

Date: April 8, 2015
Financial Advisor

Long Live Financial Life Management

Date: March 25, 2015
ThinkAdvisor

Investing Opportunities in Europe

Date: March 23, 2015
Array

Are You Ready for the Robo Revolution?

Date: March 23, 2015
InvestmentNews

What Millennials Offer the Business World

Date: March 20, 2015
Business 2 Community

Incorporating the Human Element into Your Financial Life

Date: March 20, 2015
The New York Times

United Capital Earns Outside Referrals

Date: March 18, 2015
RIABiz

Joe Duran Shares His Thoughts on the Strong Dollar

Date: March 10, 2015
Nightly Business Report

Hello, Financial Life Management

Date: March 10, 2015
InvestmentNews

Financial Advice for Couples and Their Finances

Date: March 9, 2015
NewsChannel

How to Make Clients Want to Meet With You

Date: March 6, 2015
Financial Advisor

Investing in a Buy-and-Hold Fund

Date: February 27, 2015
Reuters

Gender Differences in Investing

Date: February 25, 2015
SigFig Blog

Why Robo-Advisers Cannot Compare to the Human Element

Date: February 22, 2015
InvestmentNews

3 Steps to Help Couples Avoid Money Arguments

Date: February 19, 2015
Money

United Capital’s Latest Growth News

Date: February 19, 2015
Family Wealth Report

United Capital’s Expansion Strategy in Action

Date: February 19, 2015
Financial Advisor IQ

Southwest Growth Continues

Date: February 18, 2015
WealthManagement.com

Joe Duran on the Current Market Conditions

Date: February 13, 2015
CNBC

Become the Hero in Your Career Journey

Date: February 12, 2015
Project Eve

Gary Roth Talks Office Space with the OC Register

Date: February 9, 2015
Orange County Register

The Importance of Transparency in Estate Plans

Date: February 6, 2015
MarketWatch.com

Utilizing Three Trends in Your Financial Services Marketing

Date: February 3, 2015
Financial Adviser

Joe Duran Discusses the Eurozone Economy

Date: February 2, 2015
FoxBusiness

When to Hire an Expert to File Your Taxes

Date: February 2, 2015
DailyWorth.com

What You Need to Know About RIA Sellers

Date: January 30, 2015
Financial Planning

How to Think Like a Seller

Date: January 29, 2015
Wealthmanagement.com

Three Content Marketing Mistakes

Date: January 26, 2015
Business 2 Community

United Capital’s Plan for 2015

Date: December 23, 2014
Financial Planning

Joe Duran’s Three Bets for the New Year

Date: December 22, 2014
CNBC

How to Innovate in the Workplace

Date: December 21, 2014
InvestmentNews

United Capital Talks About the Blueprint for Continued Growth

Date: December 19, 2014
Financial Advisor IQ

Is a Santa Claus Rally Underway?

Date: December 18, 2014
Fox Business

A Look into United Capital’s Partner Selection

Date: December 16, 2014
Wealthmanagement.com

How to Get “Creatively Fit:

Date: December 6, 2014
Project Eve

Do You Know How to Manage Your Own Finances?

Date: December 1, 2014
CafeMom

‘Tis the Season for Financial Gifts

Date: November 28, 2014
FoxBusiness

The Biggest Hidden Risk in Your Portfolio

Date: November 24, 2014
Bloomberg Radio

Rob Brown Notes Diversification Within ETF Holdings

Date: November 14, 2014
The Dallas Morning News

Joe Duran Discusses “The Money Code” and How Couples Can Manage Finances

Date: November 13, 2014
Valley News Live (NBC-Fargo)

United Capital Wins the Schwab Pacesetter IMPACT Award

Date: November 10, 2014
ThinkAdvisor

Gail Graham Shares Insight from Female Industry Experts

Date: November 10, 2014
Financial Advisor

Mike Capelle Weighs in on Big Data

Date: November 6, 2014
CFA Magazine

Joe Duran Explains the Financial Side of Romantic Gestures

Date: October 28, 2014
MarketWatch.com

$320 Million RIA Joins United Capital

Date: October 27, 2014
Financial Planning

Emily Sanders Shares Networking Tips for Retirees

Date: October 22, 2014
USA Today

Gail Graham Creates the “I Like Myself” Challenge

Date: October 16, 2014
Project Eve

Terry Siman Discusses Market Volatility

Date: October 15, 2014
CBS

Kathleen Grace Discusses Inheriting a Parent’s House

Date: October 14, 2014
PBS Next Avenue

Joe Duran Shares His Economic Outlook

Date: October 13, 2014
PBS Nightly Business Report

United Capital Unveils New Innovation

Date: October 7, 2014
RIABiz

Joe Duran and Paul Bennett Discuss the UC Guidebook

Date: October 7, 2014
Financial Advisor

Joe Duran Shares His Economic Outlook

Date: October 13, 2014
PBS Nightly Business Report

Kathleen Grace Discusses Inheriting a Parent’s House

Date: October 14, 2014
PBS Next Avenue

Terry Siman Discusses Market Volatility

Date: October 15, 2014
CBS

Gail Graham Creates the “I Like Myself” Challenge

Date: October 16, 2014
Project Eve

Emily Sanders Shares Networking Tips for Retirees

Date: October 22, 2014
USA Today

$320 Million RIA Joins United Capital

Date: October 27, 2014
Financial Planning

Joe Duran Explains the Financial Side of Romantic Gestures

Date: October 28, 2014
MarketWatch.com

Mike Capelle Weighs in on Big Data

Date: November 1, 2014
CFA Magazine

Gail Graham Offers Advice on Maximizing Marketing Events

Date: July 8, 2014
Financial Advisor

Gail Graham Explains ROI for Marketing

Date: June 20, 2014
business2community.com

Joe Duran Weighs in on Merrill Lynch’s New Adviser Tool

Date: June 18, 2014
riabiz.com | wsj.com

Financial Advisor IQ Features the Insight of Owen Malcolm

Date: May 27, 2014
Financial Advisor IQ