Articles tagged "National Advisors Trust"


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Part II: RIA custodians' answer to challenges to their monolithic control: We still have big-time scale advantages

Roll-ups and other mezzanine firms are squeezing RIA custody margins as a value proposition but the big-brand custodians -- and some new ones -- are liking the cards they have to play

November 11, 2013 — 6:53 AM UTC

Part I: Is the era of the monolithic RIA custodian coming to an end?

RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing

November 1, 2013 — 4:51 PM UTC

Ron Ferguson steps down as CEO of National Advisors Trust after 4-1/2 years

The executive proved an adept turnaround artist; now the RIA-owned company is left to search for his replacement

September 12, 2012 — 4:20 AM UTC

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

August 23, 2012 — 3:37 AM UTC

By hiring a Fidelity sales veteran, National Advisors Trust goes after the $1 million to $10 million client who use $500 million RIAs

Steve Ippolito, an RIA-savvy veteran of Schwab and Fidelity, will also work with existing member firms

July 6, 2012 — 3:36 PM UTC
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