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By Marlene Y. Satter |
July 7, 2011
Robert Plaze named deputy director in SEC's division of investment management.
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By Marlene Y. Satter |
May 19, 2011
National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.
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By Marlene Y. Satter |
May 2, 2011
As fund companies enter the second quarter of 2011, product deals have come from a diverse range of shops, including UBS in a deal with Wells Fargo, Envestnet in a strategic initiative with Vestmark and National Advisors Trust in partnerships with Advisors Asset Management and EPIC Advisors Inc.
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By John Sullivan, Advisorone |
April 28, 2011
EPIC Advisors to provide private-label 401(k)s, AAM to provide fixed income options.
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By Kathleen McBride, AdvisorOne |
April 27, 2011
Conference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.
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By Staff Writer |
March 23, 2009
While some large custodians may be scaling down their custody of alternative investments for their RIA firm clients, National Advisors Trust announced today that they will be expanding their capabilities.
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By Kara P. Stapleton |
November 1, 2008
William Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust, owned by over 130 independent financial...