National Advisors Trust to Provide Trust Services for Mercer Advisors
NATC chosen because of its unique business model.
Custodians Offer More Trust Services to BDs and RIAs
Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
Fidelity Introduces Personal Trust Services for Broker Workstation
National Financial workstation offers suite as brokers vie for $3 trillion in assets.
Pershing Augments Trust Network
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
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...
Vanguard to Offer Bundled 401(k) Plans to Small Businesses
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.