Press
March 1, 2010
Berkeley professor challenges United Capital directors to act more like managers and less like entrepreneurs
October 9, 2009
United Capital Financial Advisors partners with Capital Planning Group to expand its national partnership of wealth management firms.
October 4, 2009
In what may be a good sign of a turn in the merger market, United Capital Financial Partners LLC, a firm that buys wealth management firms and weaves them together, raised $15 million from Bessemer Ventures
May 1, 2009
United Capital Financial Advisers partners with Maul Capital Management and The Davenport Group to expand its national network of wealth management firms.
May 1, 2009
United Capital Financial Advisers partners with Green/White Financial Advisors to expand its national network of wealth management firms.
April 29, 2009
United Capital Financial Advisers partners with Shane & Associates to expand its national network of wealth management firms.
March 6, 2009
United Capital Financial Partners welcomes Hotchkiss Associates to its network of registered affiliates.
September 23, 2008
Joe Duran discusses the state of the market and the governments move to intervene
Fall 2007
United Capital's Chief Operating Officer, Gary Roth, discusses UCFP's partnership with Salesforce.
October 24, 2007
United Capital Financial Partners buys four advisory firms. Acquisitions bring total client assets to over $8 Billion
