National Advisors Trust

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  National Advisors Trust Taps Former SEI Exec as CEO

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  James Combs Jr. hopes to further boost the RIA-owned trust's earnings, which have been growing in recent years.

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  New Hire Roundup: New National Segment Leaders at Mercer Hammond

  By Marlene Y. Satter, AdvisorOne  |  October 10, 2012

  This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.

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  Custodians Offer More Trust Services to BDs and RIAs

  By Joyce Hanson, AdvisorOne  |  August 23, 2012

  Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.

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  New Hire Roundup: SEC Advances Plaze and Blizzard; National Advisors Trust Adds Three

  By Marlene Y. Satter, AdvisorOne  |  July 7, 2011

  Robert Plaze named deputy director in SEC's division of investment management.

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  New Hire Roundup: National Advisor Trust Gains Alfred; Lewis, Morris Team Under Lemay

  By Marlene Y. Satter, AdvisorOne  |  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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  Portfolio Products Round-Up: UBS-Wells Fargo, Envestnet, National Advisors Trust, SPDR ETFs

  By Marlene Y. Satter, AdvisorOne, Joyce Hanson, AdvisorOne  |  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.

• National Advisors Trust Announces 401(k), Fixed Income Agreements on Conference Second Day

  By John Sullivan, AdvisorOne  |  April 28, 2011

  EPIC Advisors to provide private-label 401(k)s, AAM to provide fixed income options.

• National Advisors Trust Adds Envestnet UMA, Trust Officers for RIAs

  By Kathleen McBride, AdvisorOne  |  April 27, 2011

  Conference attendees get peek at new multi-custodian CRM system, AdvisorDesk, too.

• Alternatives out in the cold?

  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.

• Changes

  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...