SAN FRANCISCO, April 26, 2011 /PRNewswire/ -- National Advisors Trust today kicked off its 10th Anniversary Celebration Conference, being held April 26-28, 2011, in San Francisco, CA. Attended by nationwide RIAs, the conference will detail plans for the Trust Officer Inside™ strategy to be implemented over the next decade, and preview launch of AdvisorDesk™ CRM on the company's multi-custodian technology platform.
Ronald G. Ferguson, CEO of National Advisors Trust, will unveil the trust company's strategic vision for 2011 and beyond, and present a roadmap for RIA success in the coming decade.
"The future success of RIAs will be influenced greatly by how well they embrace trusts as a key strategy for their clients," said Ferguson. "Research shows that $40 trillion in assets will transfer in the next 20 to 25 years. Over $11 trillion will transfer just in the next five years from people who are now 64 to 84 years old. As a non-competitive trust partner with our 130+ RIA firms that we support, we are doing everything we can to help position them to catch as much as possible of that $40 trillion."
Earlier in 2011, National Advisors Trust announced the launch of two trust-centered programs for RIAs: Trust Representative Office™ (TRO) and Trust Marketing Office™ (TMO), which are being rapidly adopted by the trust company's shareholder RIAs.
"Most RIA firms don't want to look, but there is a big hole in their buckets," continued Ferguson. "If the RIA is not specifically named in a trust document, there is a high probability that assets they are managing today will walk down the street to the local bank or pass to the next generation without their involvement."
National Advisors Trust will unveil its newest addition to AdvisorDesk, an integrated CRM system. AdvisorDesk is a multi-custodian platform with robust, rules-based Portfolio Management capability combined with model-based rebalancing, trading and trade order management.
During the conference, industry leaders will present a wide range of topics. Additional sessions will be hosted by the trust company. A black tie gala dinner will celebrate the company's 10th anniversary and record growth (see related release).
Contact: Corrine Smith, 913-522-7284, [email protected]
SOURCE National Advisors Trust Company, FSB