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National Advisors Trust in the Press

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 

 

Advisors in the Press



08/31/11  Barron's honors local firms

08/14/11  Truepoint stays on point

11/28/10  Canadian snowbirds present opportunities – and pitfalls – for advisers
                InvestmentNews

11/25/10  The bargains and pitfalls of buying U.S. real estate.
                    Bob Keats, president of Keats, Connelly and Associates
                    was quoted in the article.