Amazon in wealth management? What about Costco or Target?
Fiduciary Investment Advisor, Billy Lanter, shares why advisors shouldn't be worried about a mass retail giant entering wealth management.
Resources
A collection of resources to help you on your financial journey.
Financial Resource Center
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.
News
Can AI relieve cost pressures on retirement plans?
Michael Samford, Digital Advice Manager, talks about technology as it appeals to the digital native consumer and how it can help advisors.
The one savings goal you really need to stop freaking out about
Worried you haven't saved enough for your kid's college? Angela Coleman, Fiduciary Investment Advisor, spoke with Moneyish about saving for the future.
Why Inflation Tops Retirement Concerns
Director of Wealth Management Client Services, Patrick Meyer, spoke with U.S. News and World Report about concerns when nearing retirement.
8 apps advisers love for getting stuff done
Unified Trust Digital Advice Manager, Michael Samford, suggests an app for those advisers who want to learn a little more about the technology side of the business.
Should I use my savings to pay off credit card debt?
Angela Coleman, Fiduciary Investment Advisor at Unified Trust, talks about the path to come to a clear understanding of your options on whether you should use your savings to pay off debt.
Library
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.
- UnifiedPlan® Update 2016
- The Real Measure of 401(k) Plan Success
- The UnifiedPlan® Dramatically Increases Retirement Success & Improves Plan Cost/Benefit Structure
- Determining the True Value of Your Retirement Plan
- The Actuarial Solution Matrix
- Using the Cost Benefit Ratio to Measure 401(k) Plan Value
- Why the UnifiedPlan® Is So Effective in Improving Outcomes
- Evaluation of UnifiedPlan®
- ERISA 403(b) Lawsuits
- Comments on the Tibble v. Edison Decision
- Fiduciary Discretion: A Plan for Improving Outcomes
- Third Party Fiduciaries: Myth and Reality
- Will the Real Fiduciary Please Stand Up
- Deconstructing the Discretionary Fiduciary Models
- Unified Trust is Certified for Fiduciary Excellence
- How Unified Trust Prevents Investment Fraud
- Fiduciary Process Best Practices
- The Benefit Policy Statement: Designing the Defined Goal
- The Full Fiduciary Standard of Care
- The Retirement Income Purchase
- Employee Enrollment Meetings Must Progress
- Fiduciary Must Be More Effective in Converting the Accumulated 401(k) Into a Reliable Lifetime Income Stream
- Defined Contribution Plans
Contact Us Today
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.