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Press Releases 


 

04/06/17   National Advisors Trust Company Named to Trust Advisors’ 2017
                America’s Most Advisor-Friendly Trust Companies and Industry All-Stars Trust MVP Roster

2/1/17   Envestnet Empowers Mercer Advisors With Unified Platform Across
                RIA & Trust Divisions

11/29/16   National Advisors Trust Company and National Advisors Trust of South Dakota
                form strategic relationship with RSM US Wealth Management

11/2/16   TD Ameritrade Institutional’s Advisors Private Wealth Trust Receives 2016
                Wealth Management Industry Award

10/18/16   Envestnet Strengthens Integration with National Advisors, Delivering Unified Wealth
                 Management Platform to Banks & RIAs

08/09/16   National Advisors Announces Agreement with PDS Companies for Unique Asset Services

08/02/16   National Advisors Announces Lending Solutions with TriState Capital Bank

06/28/16   National Advisors Announces New Business Strategies in Response to Trust
                Industry Shifts and Opportunities

06/28/16   GFS Private Wealth Selects National Advisors Trust Company to Provide
                Branded Trust Services

05/04/16   CommunityAmerica Credit Union Partners with National Advisors Trust Company
                to Provide Branded Trust Services to Members

01/25/16   Petersen Hastings Partners with National Advisors Trust Company to Expand
                Trust Services

06/08/15   NATC's CFO, John Sullivan, Named 2015 CFO of the Year

01/28/15   TD Ameritrade Institutional and National Advisors Trust Company Form Strategic
                    Alliance to Offer Trust Services for RIAs

10/21/14    National Advisors Trust Company Selected by
                   United Capital Management of Kansas to Provide Branded Trust Services

09/30/14    Cornerstone Advisors, Inc. Selects National Advisors Trust to Provide Trust Services

04/14/14    NATSD and PolicyFlex Announce Agreement

03/25/14    National Advisors Trust Selected by Lee Financial Corporation to
                   Provide Branded Trust Services

02/24/14    The Best States For Client Trusts

02/11/14    National Advisors Trust Names Chief Financial Officer and Chief Client Officer

11/21/13    RIAs Should Reexamine Their Trust Arrangements by James Combs

08/05/13    National Advisors Trust Chosen by Mercer Advisors to Provide Trust Services

07/17/13    National Advisors Trust Selected by Briaud Financial Advisors to Implement
                   Trust Representative Office Program


06/17/13    National Advisors Holdings Launches South Dakota Trust Company

04/01/13    National Advisors Trust Appoints New CEO

03/18/13    National Advisors Trust Announces New Business Development Officer -
                   Doug Throckmorton

02/25/13   National Advisors Trust Selects IPS AdvisorPro® as AdvisorDesk Technology Partner

02/05/13    National Advisors Trust Chosen by Carlson Capital Management to
                   Provide Branded Trust Services   

11/19/12    National Advisors Trust Upgrades AdvisorDesk Technology Platform for RIAs

11/13/12    National Advisors Trust Selected by JFS Wealth Advisors to Implement
                   Trust Representative Office Program

10/05/12    National Advisors Trust Welcomes Joseph Morsman
                   New Senior Vice President–Institutional Trust

08/21/12    National Advisors Trust Announces Plans to Expand Trust Services
                   to the Three Major RIA Custody Platforms

07/10/12    National Advisors Trust Chosen by Beagle Burke Group, Inc. to
                   Implement Trust Representative Office Program

06/26/12   National Advisors Trust Expands Business Development Focus

05/01/12   National Advisors Trust Chosen by Apex Financial Advisors to Establish a Trust
                   Representative Office

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