In a recent interview with Financial-Planning.com, I was asked to share my thoughts on how adding additional professional designations can help boost an advisor practice. You can read the article here: http://www.financial-planning.com/news/can-an-additional-professional-designation-deliver-a-practice-upgrade

Fiduciary designations show professionalism and dedication to lifetime learning. Designations combined with culture allow our firm to place clients first, allow clients to feel safe and improve their outcomes.

Unified Trust believes the main purpose of the fiduciary relationship is to allow clients to be safe and improve their outcomes. This is a heighted relationship of trust and confidence. Congress adopted this definition of “fiduciary” in light of well-established legal principles developed through trust law prior to ERISA. Under these principles, a fiduciary relationship is established only where a heightened relationship of trust and confidence exists between the parties as reflected, among other things, through ongoing, personalized contact.

About Greg Kasten view all posts

Dr. Gregory W. Kasten serves as Founder and CEO of Unified Trust Company. He has published more than 100 papers on financial planning and investment-related topics in various financial and business journals; written two editions of the book Retirement Success. In 2007-2009, Medical Economics listed Dr. Kasten as one of "The 150 Best Financial Advisers for Doctors" in the country. Dr. Kasten was inducted into the Advisor Hall of Fame by Research Magazine in 2011 and in 2013 was named Retirement Plan Adviser of the Year by Employee Benefit Adviser Magazine. He has more than thirty years of investment experience.