Dynasty Financial to Offer Trust Services

March 4, 2020 by Michael S. Fischer and Janet Levaux

Dynasty Financial Partners is partnering with National Advisors Trust to offer trust services to financial advisors who want to expand the wealth management services they offer clients.

“Trust services are an essential component of any comprehensive wealth solution,” said James Combs, president and CEO of National Advisors Holdings, in a statement. “When integrated with the Dynasty platform, National Advisors Trust’s solutions will help advisors unify the advice and planning processes.”

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Originally Posted at ThinkAdvisor on February 28, 2020 by Michael S. Fischer and Janet Levaux.