NATIONAL ADVISORS TRUST CO.

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Clearwater Regional Chamber names tops in business

He previously served on the board of directors for the Financial Planning Association, the National Advisors Trust Co., and was a board observer for National Financial Partners. He is active in the community and has served on the board of directors of ...

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Tampa Bay Times
February 6, 2014
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Arizona business promotions, new hires

Robert Keats, president and co-founder of Keats, Connelly and Associates, has been appointed to the National Advisors Trust Co., a federally charted company that supports advisers and clients with independent, objective trust and custodial solutions.

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archive.azcentral.com
May 15, 2009
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Selectmen deny trustee's request for repayment

In a seven-page decision, Edwards noted that, while Mackensen may not be charging the town for services rendered, the company that is the custodian of the fund, National Advisors Trust Co., does charge an estimated $10,000 annually to the town. Mackensen ...

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Seacoast Online
January 27, 2011
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A peek inside the rising RIA custodians fighting to overtake the Big Four

National Advisors Trust Co. positions itself as a specialty custodian Overland Park, Kan.-based National Advisors Trust Company is growing its business by offering niche services for RIAs seeking to bolster their trust- and estate-planning arms.

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RIA Biz
November 27, 2011
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New faces join National Advisors Trust executive team

Jim Combs Jr., CEO of National Advisors Trust Co., reshaped his executive team by naming three new members. Combs took over as CEO of the Overland Park-based trust services provider in April 2013. A West Point graduate with a master's degree in the ...

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The Business Journal
February 11, 2014
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How An RBC Custody Relationship May Net An Advisor $100 Million On Day One

Walters says that his firm already uses some RBC lending but that it won’t likely use trust services because it is a partner in National Advisors Trust Co. of Overland Park, Kan. Walters adds he likes RBC’s more robust investment research department ...

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Forbes
February 28, 2011
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Trust services often leave much to be desired

Michael Baker, chief executive of National Advisors Trust Co. in Overland Park, Kan., conducted a fiduciary review a couple of years ago of a trust that contained timber holdings. (You'll learn more about fiduciary audits next week.) In the review for the ...

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U-T San Diego
August 27, 2005
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Building A Trust Business To Last

Advisors could spend many years building a relationship with a client family ... partnering with a trust company and creating one from the ground up. National Advisors Trust Co., for example, was started last year when a group of advisors pooled their ...

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Financial Advisor Magazine
May 31, 2002
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Independent RIAs Join Forces to Take On the Big Trust Companies

National Advisors Trust Co. keeps building its wealth management footprint by offering registered investment advisers an alternative to traditional trust companies. On September 30 Cornerstone Advisors, an independent RIA headquartered in Bellevue ...

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Institutional Investor
April 15, 2015
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KCBJ announces its Kansas City 10 CFO of the Year award winners for 2015

The Kansas City Business Journal (KCBJ) recently announced its winners of its eight annual 2015 CFO of the Year award competition. The winners will be honored at an award luncheon on Friday, June 5 at the Sheraton Overland Park (near College and Metcalf ...

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Examiner
May 2, 2015
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TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

In an effort to help financial advisers hold onto clients' assets in the transfer of wealth from one generation to another, TD Ameritrade Institutional has created a new corporate trust unit. The Jersey City, N.J.-based custodian created the Advisors ...

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Investment News
January 28, 2015
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TD Ameritrade Launches 4 Initiatives at National Conference

Further, he said embedding iRebal into Veo “has been a game changer.” TD Ameritrade also announced that it has entered into a partnership with National Advisors Trust Co. (NATCO), the advisor-founded, nationally chartered trust company, to form ...

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Think Advisor
January 29, 2015
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Bloomberg the Company & Products

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

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Bloomberg
August 5, 2015
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Bloomberg the Company & its Products

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

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Bloomberg
December 7, 2015
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