11/29/11 National Advisors Trust Co. positions itself as a specialty custodian
(RIA Biz)
09/14/11 Beverly Hills Wealth Becomes National Advisors Trust Shareholder
(PWinsider)
08/04/11 Michael Joyce buys a stake in National Advisors Trust after taking a pass 10 years ago
(RIA Biz)
07/11/11 National Advisors Trust gets busy Northern Trust-ifying the RIA business,
minus the big fees
(RIA Biz)
05/26/11 National Advisors Trust Announces New Board Members
(Financial Planning)
05/19/11 New Hire Roundup: National Advisor Trust Gains Alfred;
Lewis, Morris Team Under Lemay
(AdvisorOne)
05/02/11 Busting Into Trusts
(Financial Advisor Magazine)
05/02/11 Portfolio Products Round-Up: UBS-Wells Fargo, Envestnet,
National Advisors Trust, SPDR ETFs
(AdvisorOne)
04/28/11 An RIA-Support Giant Targets 401ks with Epic
(401kWire)
04/28/11 Robert S. Kaspar of The Windsor Group named chair-elect of National
Advisors Trust Co. board of directors.
(IndyStar)
04/28/11 National Advisors Trust Announces 401(k), Fixed Income Agreements on
Conference Second Day.
(AdvisorOne)
04/27/11 National Advisors Trust Adds UMA Offering
(Planadviser)
04/27/11 National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAs.
(AdvisorOne)
03/24/11 National Advisors Trust Now Signing Previously Reluctant RIA Relationships
(advisors4advisors)
03/24/11 National Advisors Trust, based in Overland Park, Kan., has been selected by
Wescott Financial Advisory Group
(PWinsider)
03/23/11 National Advisors Trust Continues Growth by Partnering with RIAs
(Financial Planning)
03/22/11 National Advisors Trust (Kan.) Shows Steady Growth After 10 Years
(American Banker)
03/18/11 TRO helps firms tap into local markets
(InvestmentNews)
03/18/11 National Advisors Trust Co. finds big gains with financial advisers
(Kansas City Business Journal)
03/14/11 Custody Rule Change A Boon For National Advisors Trust
(advisors4advisors)
03/11/11 National Advisors Trust Reports Record Growth
(planadviser)
03/11/11 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
(RIABiz)
03/02/11 New Program Puts Trust Officer In RIA Offices
(The Mississippi Fiduciary)
03/01/11 National Advisors Trust Embeds "Trust Marketing Officers" In Member RIA's Offices
(advisors4advisors)
02/28/11 National Advisors Trust Expands Turnkey Program
(planadviser)
02/28/11 National Advisors Trust Aims to Expand Trust Services Through RIAs
(Financial Planning)
02/28/11 National Advisors Trust Aims to Expand Trust Services Through RIAs
(On Wall Street)
02/28/11 How An RBC Custody Relationship May Net An Advisor $100 Million On Day One
(RIABiz)
02/28/11 How a custody relationship with RBC may net an advisor $100 million on day one
(RIABiz)
02/28/11 New Program Puts Trust Officer In RIA Offices
(FINANCIALADVISOR)
01/03/11 U.S. Trust Hiring Hundreds In Western Poaching Campaign
(Forbes)
01/03/11 U.S. Trust seeks to add hundreds of wealth managers with
West Coast-facing poaching campaign
(RIABiz)
12/01/10 Two big RIAs will merge to form an East Coast powerhouse
(RIABiz)
12/01/10 Moneta Group...recently launched the TRO (Trust Representative Office)
(Private Wealth)
11/30/10 Moneta Group Joins National Advisors Trust Program
(PLANADVISER)
10/10/10 Adviser trust biz at Schwab reaches $1B milestone
(InvestmentNews)
02/11/10 Custody Rules an Issue for Omnibus Accounts
(Financial Advisor)
Press Releases
10/11/11 National Advisors Welcomes New Shareholder, Pinnacle Wealth Planning Services
10/11/11 National Advisors Trust Welcomes New Shareholder, Greystone Wealth Advisors
10/11/11 National Advisors Trust Adds Three New RIA Shareholders Seeking Personalized,
Flexible Trust Services
09/12/11 National Advisors Trust Selected by Beverly Hills Wealth Management to
Implement Trust Representative Office Program
07/25/11 National Advisors Trust Announces that JoycePayne Partners has joined the
Trust Company’s Growing Shareholder Base
06/30/11 National Advisors Trust Adds Three RIAs to Trust Representative Office Program
06/06/11 National Advisors Trust Chosen by Trovena to Implement Trust
Representative Office Program
05/26/11 National Advisors Trust Announces New Board Members
05/12/11 National Advisors Trust Expands Business Development Focus
04/28/11 National Advisors Trust Announces Agreement with EPIC Advisors to
Provide Private-Label 401(k) Program to Nationwide RIAs
04/28/11 National Advisors Trust Company Announces Strategic Partnership with
Advisors Asset Management
04/27/11 National Advisors Trust Announces Addition of Envestnet UMA to AdvisorDesk
Multi-custodian Technology Platform
04/26/11 National Advisors Trust Kicks Off 10th Anniversary Celebration Conference
04/01/11 National Advisors Trust Company Elects New Chairman of the Board
03/21/11 National Advisors Trust Selected by Wescott Financial Advisory Group to Provide
Branded Trust Services for High Net Worth Clients
03/10/11 National Advisors Trust Reveals Record Growth from Market Lows in 2009
02/28/11 National Advisors Trust Launches Trust Marketing Office Program
11/30/10 National Advisors Trust Launches Moneta Group In Trust
Representative Office Program
11/30/10 Trust Representative Office (TRO)
05/18/09 National Advisors Trust Opens Door to Alternative Investments