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Content tagged "National Advisors Trust Company"


National Advisors Trust Company

Filed under: Trust Company, Asset Custodian
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Mag Black-Scott: We want to be in major cities where there is a good opportunity. That will take us to the East Coast eventually.

RIA items of interest: Mag Black-Scott expands beyond Beverly Hills and BAM adds an advisor who contributes to The New York Times
Two advisors who vowed to grow are showing some signs of doing just that

Wednesday 2.15.12
Catie Tobin: RBC intends to double its RIA assets from $10 billion to $20 billion by 2015.

A peek inside the rising RIA custodians fighting to overtake the Big Four
RBC, LPL, TCoA, Scottrade and National Advisors Trust are all pushing to gain the critical mass to get past also-ran status

Tuesday 11.29.11
Michael Joyce: You could write several articles about the go-to-the-mat battles I've had with trust companies.

Michael Joyce buys a stake in National Advisors Trust after taking a pass 10 years ago
Deal nets access to cheap trust services, a capital investment, the possibility of a dividend and a close-knit group of RIAs

Thursday 8.4.11
Chad Hassinger: Attorneys are frustrated with banks. With all the merging it’s not a one-on-one relationship anymore.

National Advisors Trust gets busy Northern Trust-ifying the RIA business, minus the big fees
Strategic Financial Group, Sterling Financial Planning and Snow Creek Wealth Management are aboard as foot soldiers for an ambitious new tactic to unseat unassailable trust assets

Monday 7.11.11
Ron Ferguson: The SEC said, You need a third party to act as custodian to provide statement accounting.

Once-sleepy National Advisors Trust has a sparkling year for net new assets
The RIA-owned firm is getting a boost from the SEC's Madoff-inspired custody rule, a new CEO and its own critical mass

Friday 3.11.11
(Pictured in the center) Thong Nguyen: We’ve barely scratched the surface. (Also pictured) Dick Silverman, left, vice chairman, U.S. Trust, and Keith Banks, president, U.S. Trust and co-head, Private Wealth Management, Bank of America

U.S. Trust seeks to add hundreds of wealth managers with West Coast-facing poaching campaign
The challenges are obvious, but with Thong Nguyen directing the effort, the Old Money bank stands a chance in the land of nouveau riche, analysts say

Monday 1.3.11

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