National Advisors Trust Co.
In the News
What's in a name? For TCA by ETrade, everything
August 18, 2018 - Has Trust Company of America hitched its wagon to a star or turned its back on loyal clients? It depends on whom you ask. Either way, the $275 million acquisition in April of TCA by discount broker ETrade has the custodian world buzzing. In one corner...
Top clearing and custody firms for financial advisers
August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...
Small custodians compete for advisers with niche needs
February 17, 2017 - When Tim Sobolewski started shopping for a custodian for his $100-million asset advisory firm, The Financial Planning Centerin Amherst, N.Y., he knew what he didn't want: an experience “that felt like I was calling into a cable company.” That was...
2016 custodians and clearing firms ranking
August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...
Portfolio rebalancing breakdown
November 24, 2015 - Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations. The software has become so much...
Custodians and clearing firms ranked by number of clients
August 9, 2015 - Custodians ranked by number of RIA custody clients Firm Website Head of RIA custody business 2015 # of clients % change vs. 2014 Assets under custody ($M) % change vs. 2014 Minimum assets of advisers Schwab Advisor Services http://www.advisorservices.schwab.com...
- Notes
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
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Latest news & opinion
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