United Capital Financial Advisers

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  Are Your Investments Tax-Efficient?

  By John Sullivan, AdvisorOne  |  March 1, 2013

  Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.

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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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  ‘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.

• 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...