National Advisors Trust appoints former SEI exec as its new chief -- and hands him a big to-do list
The trust company hopes to give its RIA owners the ability to put their trust assets at the custodian of their choice
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SEI goes hard after 401(k) plan sponsors by poaching a star from Northern Trust and bundling him up, but he'll be swimming against market trends
The Oaks, Pa.-based TAMP poached Scott Muench from the $10.7 trillion asset-manager and custodian, ending a nationwide search -- and Muench's 19-year streak at the Chicago-based giant