Tag: custodian
Alts Custodian Names New President
Nuview Trust Company, a custodian for self-directed alternative investments, has promoted Jason DeBono to president of the company. DeBono started his career with NuView...
CNB Custody Now Offers Direct Real Estate in Self-Directed IRAs
CNB Custody, a division of Community National Bank, is now able to custody direct real estate investments within self-directed individual retirement accounts.
Jenny Heiman, senior...
FINRA Fines Five Firms $1.4 Million for Failing to Reasonably Supervise...
The Financial Industry Regulatory Authority has fined five broker-dealers a total of $1.4 million for failing to properly monitor custodial accounts established under the...
Sponsored: Standardization Meets Individualized Solutions, Evolution of Today’s Custody Offering
By: Amy Small, executive vice president, executive director of institutional custody at UMB Bank.
The investments industry is in the midst of an evolution. Advisors,...
CNB Custody to Offer Alts in Non-Qualified Accounts
CNB Custody, a division of Community National Bank, is now able to custody alternative assets in non-qualified accounts.
“The current market is showing a strong...
