A final rule published by the Office of the Comptroller of the Currency Friday will formalize a 2021 interpretive guidance allowing national trust banks to perform non-fiduciary custody. The banking ...

MANCHESTER, N.H.--(BUSINESS WIRE)--Fiduciary Trust of New England (FTNE), a New Hampshire-chartered trust company serving individuals, financial advisors, and nonprofits, has recently welcomed Eric ...

Fiduciary Trust Company (“Fiduciary”) is pleased to announce that Karen D’Antuono, J.D., has joined the firm as Vice President and Trust Counsel. As a member of Fiduciary’s Trust & Estates Legal ...

In recent years, the term “fiduciary” has become a buzzword across the financial industry — prominently featured in marketing materials, advisor profiles and firm websites. While the concept isn’t new ...

BOSTON--(BUSINESS WIRE)--Fiduciary Trust Company (“Fiduciary”) is pleased to announce that Puneet Nevatia has joined as Chief Operating Officer. In this role, Puneet oversees the company’s operations, ...

GTCR has agreed to acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company. No financial terms were disclosed. Fiduciary serves ultra-high net worth individuals, ...

In a recent private letter ruling, 1 the Internal Revenue Service concluded that certain trust modifications didn’t result in the loss of grandfathered generation-skipping transfer (GST) exempt status ...

Industry Veteran Brings Years of Experience Advising Clients on Sophisticated Trust & Estate Matters “Fiduciary Trust International’s approach is centered on understanding every client’s unique goals ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Here is a scenario that is entirely legal today in multiple U.S. states. A ...

Quick: How many financial planners does it take to screw in a lightbulb? If anyone would know, it would be Rich Pianoforte, Managing Director, and Head of Individual Tax at Fiduciary Trust ...

It's hard to quantify the value of trust, but new research from Cerulli Associates attempts to do just that. Processing Content In a survey of affluent investors, Cerulli found that 70% of individuals ...

First Fiduciary Ltd. (FFL) is today celebrating its 5th year in business. Established on March 15, 2021, the Company has ...