trustee services

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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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  Fidelity Introduces Personal Trust Services for Broker Workstation

  By Marlene Y. Satter, AdvisorOne  |  May 24, 2012

  National Financial workstation offers suite as brokers vie for $3 trillion in assets.

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  Pershing Augments Trust Network

  By Marlene Y. Satter, AdvisorOne  |  October 27, 2011

  Pershing LLC, a BNY Mellon company, announced Wednesday that it has enhanced its Trust Network with the additions of Comerica Bank & Trust and New York Private Trust Co. Trust Network is the open-architecture platform that enables Pershing’s introducing broker-dealer and independent RIA customers to offer their clients a wide...

• Vanguard Launches 401(k) Plan for Small Businesses

  By Marlene Y. Satter, AdvisorOne  |  October 11, 2011

  Vanguard launched a small business 401(k) plan service in September that provides a low-cost plan, including index funds and target-date funds, in a bundled retirement plan package. The service is provided directly to sponsors of 401(k) and profit-sharing plans with assets up to $20 million, as well as to advisors...

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  Vanguard to Offer Bundled 401(k) Plans to Small Businesses

  By Joyce Hanson, AdvisorOne  |  September 15, 2011

  Vanguard will offer a bundled 401(k) plan service for small companies, combining its services with the small-plans recordkeeping of retirement plan administrator Ascensus.