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Content tagged "Ronald Ferguson"

National Advisors Trust Company

Filed under: Asset Custodian, Trust Company
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Ron Ferguson: We won't lose.

TD, Fidelity and Schwab get green light to custody assets of advisors who use National Advisors Trust
Fido and TD Ameritrade are on board with the RIA-owned custodian and trust company but Schwab is still weighing its options

Thursday 8.23.12
Ron Carson: It came to me that there was a better way to approach the industry.

The top 10 people to watch in the RIA business in 2012, Part 1
Forces changing the trajectory of the RIA movement

Monday 3.12.12
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
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