Joe Duran

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  United Capital ‘Rolls Up’ Paragon Investment Management

  By John Sullivan, AdvisorOne  |  January 16, 2013

  The news follows a series of similar such announcements recently involving larger RIAs buying their smaller counterparts.

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  New Hire Roundup: Wells Fargo Advisors Names 3 to Key Roles

  By Marlene Y. Satter, AdvisorOne  |  September 20, 2012

  This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.

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  Forget Commoditized Investment Advice, Says United Capital’s Duran

  By John Sullivan, AdvisorOne  |  September 13, 2012

  When Joe Duran mentions “big ideas,” he means it, something he implored attendees of MarketCounsel’s Member Summit 2012 to leave with and implement in their own practices.

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  United Capital Adds Sanders as New Atlanta-Based Division

  By Joyce Hanson, AdvisorOne  |  September 6, 2012

  In joining the RIA headquartered in Newport Beach, Calif., Sanders’ Atlanta office will help promote United Capital’s Honest Conversations and the Money Mind Analyzer.

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  ‘On the Money’ Radio Host Steven Pomeranz Joins United Capital

  By Joyce Hanson, AdvisorOne  |  May 16, 2012

  United Capital’s media expertise is set to grow along with its assets under advisement with the addition of the radio host whose show appears on NPR.

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  Happy? Afraid? Generous? United Capital’s Money Mind Analyzer Figures You Out

  By Joyce Hanson, AdvisorOne  |  March 5, 2012

  United Capital may not officially be in the marriage guidance business, but considering the private wealth firm’s latest venture, it has a nice sideline in couples counseling.

• A Tipping Point?

  By James J. Green, AdvisorOne  |  November 1, 2011

  It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.

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  A Lost Decade for Advisors?

  By Gerald Burstyn  |  October 26, 2011

  It has been called the “Lost Decade” for stocks, the period from January 2000 to December 2009 that saw the stock market decline for the first time since the decade that started in the 1930s.

• For Firms in the United Capital Fold, a New Platform

  By James J. Green, AdvisorOne  |  May 1, 2009

  United Capital Financial Advisers has partnered with FundQuest to build a suite of Web-based tools for UCFA advisors and their clients that cover the waterfront...

• Standouts

  By James J. Green, AdvisorOne  |  August 1, 2008

  When advisor Paul Sutherland is considering stocks for possible inclusion in his Utopia Funds portfolios, he evaluates the strength of the company's brand since, he...