A collection of resources to help you on your financial journey.
The Unified Trust Financial Resource Center gives you access to the tools you need to organize your financial life. You will find quick-read articles, comprehensive planning guides, interactive financial tools, animated presentations and much more! The Unified Trust Financial Resource Center provides a single source of financial information for all age groups.
What are the five key financial behaviors that drive most employees' investment decision-making and play a significant role in how 401(k) plan participants act-or don't act? Dr. Gregory Kasten, Founder and CEO, spoke with Employee Benefit Adviser to break these down.
Kevin Avent, Managing Director of Wealth Management, gives tips on saving for retirement and avoiding mortgage debt.
ERISA Compliance Consultant, Liz Yanik, dives a little deeper into her recent webcast "Abandoned Plans and Dealing with Missing Participants."
Fiduciary Investment Advisor, Billy Lanter, shares why advisors shouldn't be worried about a mass retail giant entering wealth management.
Michael Samford, Digital Advice Manager, talks about technology as it appeals to the digital native consumer and how it can help advisors.
Worried you haven't saved enough for your kid's college? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about saving for the future.
In the Unified Trust Library you will find a collection of white papers and articles on a variety of financial issues relevant to today's investor.
Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.