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The American Trust Blog

Enjoy this collection of insights from our team at American Trust.

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According to our new Chief Revenue Officer Micah DiSalvo, more financial advisers are tailoring their advice to the Millennial and Gen Z workforces. He recently told PLANADVISER, "We’re seeing advisers trying to connect on their terms, whether that’s through technology, social media, education, motivation, it’s all centered around how advisers can connect and transcend that message to Gen Z."

Working with a financial advisor can provide many benefits for investors, especially during times of uncertainty, but it’s vital to do your homework before you hire someone. Fiduciary Investment Advisor Angela Coleman shares some tips to consider when hiring a financial advisor.

The $5B retirement plan provider and fiduciary becomes part of EdgeCo subsidiary American Trust. The transaction was first announced on Sept. 4, 2020, and through the acquisition, Unified Trust will become part of EdgeCo subsidiary American Trust Company (“American Trust”).