| 2025 Annual Survey of Asset to Launch on Friday, March 7; Peer Comparison Review |
March 3, 2025 |
| Operating Costs at Trust Institutions Increase, Productivity Declines |
January 6, 2025 |
| Fiduciary Revenues Spike on More Uniform Asset Growth in 2024 |
October 9, 2024 |
| TrustUpdates--Peer Comparisons Available Online |
July 16, 2024 |
| Bottom Line Hurt for Many as Expenses Increased Faster than Revenues |
June 5, 2024 |
| When Asked for Financial Data 6% to 11% of Trust Departments Report Totals Different from Their Call Report |
March 13, 2024 |
| Executive Concerns at Independent Trust Companies Differ from Those of Their Bank Counterparts |
February 15, 2024 |
| Fewer Trust Assets Needed to Break Even, Except for Bank Trust Divisions |
February 8, 2024 |
| Independent Model Remains Most Profitable; Productivity Stable, Variances Based on Institution Type |
February 5, 2024 |
| Peer Comparisons Now Available Online |
August 30, 2023 |
| TrustUpdates-Profit Margins at Trust Institutions Declined for Second Year |
July 10, 2023 |
| TrustUpdates--Revenues Outperform Assets in a Year of Very Mixed Performance |
June 26, 2023 |
| TrustUpdates--Midtier Trust Institution, the Standout Performers of 2022 |
May 10, 2023 |
| TrustUpdates--Why We Survey Trust Divisions |
March 23, 2023 |
| 2023 Annual Survey of Trust Assets; Peer Comparison Report |
March 13, 2023 |
| TrustUpdates--Cybersecurity & Data Service Costs at Trust Institutions |
January 10, 2023 |
| TrustUpdates--Slow Return to Normal; Fewer Assets Needed to Break Even |
December 13, 2022 |
| Trust Revenue Growth Slowing in 2022; Executives Report Mixed Concerns |
October 29, 2022 |
| TrustUpdates--Largest Revenue Growth in 12 Years, Trust Executives Less Hesitant to Raise Fees |
May 17, 2022 |
| 2022 Annual Survey of Trust Assets |
March 11, 2022 |
| TrustUpdates--Key Findings, Fiduciary Earnings & Expenses 2021 |
December 8, 2021 |
| TrustUpdates--Trust Executives Confident about Meeting Revenue and Account Growth Targets; Independe |
November 30, 2021 |
| TrustUpdates 2021 Q2--BofA Joins Trillion Dollar Club; Asset Growth Strong, but Less Than Stock Indi |
September 27, 2021 |
| TU--Improved Profit Margins in 2020 Fail to Dampen Concern About Fiduciary Revenue |
June 3, 2021 |
| TrustUpdates--Preliminary Performance Findings for 2020 and Call Report Irregularities |
April 14, 2021 |
| TrustUpdates--Call Report Irregularities, or Why We Survey Trust Institutions |
March 19, 2021 |
| 19th Annual Survey of Trust Assets .. includes complimentary peer analysis |
March 17, 2021 |
| TrustUpdates--Pandemic Stress Making Many Reassess Strategy; 60% of Banks Trust Division Have Insuff |
December 2, 2020 |
| TrustUpdates--Gross Revenues Grow as Assets Remain Stable for Most Institutions |
September 24, 2020 |
| Trust Performance Report--Trust industry breaks 7-year streak of increasing revenues; Executives Cau |
June 23, 2020 |
| TrustUpdates--Q2 Update--Revenues Remain Sluggish, Assets Fare Better |
September 18, 2019 |
| TrustUpdates--Sluggish Asset and Revenue Performance |
August 1, 2019 |
| Trust Performance Report 2019 -- Strong Revenue Growth Continues, May Slow in 2019; Growth Hampered |
June 5, 2019 |
| TrustUpdates--Fiduciary Earnings & Expenses 2018, Fewer Assets Needed to Break Even in Wake of Stron |
December 11, 2018 |
| TrustUpdates--Revenue Growth Weakens in Second Quarter |
October 3, 2018 |
| TrustUpdates--Robust Revenue Growth, Weak Asset Performance; Quarterly Report |
July 30, 2018 |
| TrustUpdates--Trustees Priorities Shift as Assets, Revenues, and Expenses Spike |
June 20, 2018 |
| TrustUpdates--Annual Survey of Trust Assets Extended through April 4 |
March 28, 2018 |
| TrustUpdates--Asset Performance Increases, Revenues on Track to Set New Record |
January 31, 2018 |
| TrustUpdates--Revenue Growth Remains Solid, Major Exception Deutsche Bank |
October 12, 2017 |
| TrustUpdates--Revenue on Track for Record-Setting Year, No Thanks to Large Institutions |
July 25, 2017 |
| TrustUpdates--Assets Rebound in 2016, Revenues Lag .. Trust Companies More Focused on Revenue than B |
June 6, 2017 |
| TrustUpdates--Assets Spike, Revenue Growth Slow |
January 5, 2017 |
| TrustUpdates--More Institutions Offering Less, Leads to Stronger Industry |
December 13, 2016 |
| TrustUpdates--Assets and Revenue Rebounding, Efficiency Improving |
October 11, 2016 |
| TrustUpdates--Hot Topics in Fiduciary Litigation, July 7-8 |
June 9, 2016 |
| TrustUpdates--Trust Revenues Rise, Even as Number of Institutions and Assets Shrink |
June 8, 2016 |
| TrustUpdates--IRS Fiduciary Audits�More But Smaller Errors Equal Lower Additional Taxes |
April 26, 2016 |
| TrustUpdates--Revenue Growth Continues, While Assets Decline |
February 11, 2016 |
| TrustUpdates--Revenue and Industry Challenges; Fiduciary Earnings & Expenses |
January 28, 2016 |
| TrustUpdates--Industry Outperforms Large Institutions in First Quarter |
July 9, 2015 |
| TrustUpdates--Trust Institutions Earned $37.5 Billion on more than $105 Trillion in Total Assets |
May 28, 2015 |
| TrustUpdates--Under Pressure to Grow Revenues, Trust Executives Respond |
May 20, 2015 |
| TrustUpdates--Tibble: High Court's Ruling Potentially Expands ERISA's 6-Year Statue of Limitation |
May 19, 2015 |
| TrustUpdates--IRS Audit Focus Expands to Gift Taxes; More Taxes Owed |
April 21, 2015 |
| TrustUpdates--Ameriprise Settlements Proprietary Mutual Fund Litigation |
March 27, 2015 |
| TrustUpdates--Minimum to Breakeven in Trust Business Is $500 Million, Except for Boutiques |
March 18, 2015 |
| Annual Report of Trust Assets, deadline March 25 |
March 10, 2015 |
| TrustUpdates--Revenue Growth Outpaces Asset Performance |
January 14, 2015 |
| TrustUpdates--Decedent�s Estate Owes Additional $20 Million, GRAT Problems Blamed on Financial Crisi |
September 17, 2014 |
| TrustUpdates--Training�Spending Declining, As Brain Drain Looms |
August 4, 2014 |
| TrustUpdates--Additional Taxes Owed Triple on Audited Fiduciary Returns |
July 15, 2014 |
| TrustUpdates--First Quarter Growth Bodes Well for Profitable Year |
July 10, 2014 |
| TrustUpdates--ESOPs Fiduciaries�No Special Presumption of Prudence; Potential for Dismissing Lawsuit |
June 26, 2014 |
| TrustUpdates-- Inherited IRA is Not a Retirement Account, High Court Rules |
June 13, 2014 |
| TrustUpdates--Regulatory Exams: Spike in Bankers' Concerns |
May 28, 2014 |
| TrustUpdates--Revenues and Assets Spike in 2013 .. Growth to Continue in 2014 |
April 23, 2014 |
| TrustUpdates--Dean Miller, "Father of Reg 9," Dies (1930�2013) |
January 10, 2014 |
| TrustUpdates--Focus Is on Revenue Growth; Third Quarter Update |
December 19, 2013 |
| TrustUpdates--More Trust Bankers Considering Specializing; Productivity Up |
November 21, 2013 |
| TrustUpdates--Trust Revenues Growing, Assets Remain Flat in Second Quarter |
September 18, 2013 |
| TrustUpdates--Strong Q1 Revenue Growth Even as Total Assets Decline |
June 27, 2013 |
| TrustUpdates--Training Boosts Bank's Bottom Line; Banks Spending More! |
June 26, 2013 |
| TrustUpdates--Top 50 Trust Institutions Holding Industry Back |
May 29, 2013 |
| TrustUpdates--IRS Audit Focus Remains on Estate, Trust, and Gift Tax Returns |
May 22, 2013 |
| TrustUpdates--Annual Report of Trust Assets |
March 15, 2013 |
| TrustUpdates--Bank Trustee's Refusal to Sell Trust Assets Lands in Supreme Court |
January 18, 2013 |
| TrustUpdates--Value Pricing in the Trust Industry |
January 17, 2013 |
| TrustUpdates--Revenue Efficiency: P.I.E. Boost Bottom Line in 2012 |
January 9, 2013 |
| TrustUpdates--Profit Margin Volatility and P.I.E. |
December 17, 2012 |
| TrustUpdates--TRN Turns 20! |
November 30, 2012 |
| TrustUpdates--Tale of Two Industries: Revenues Flat at Large Institutions, Up at Smaller Ones |
September 21, 2012 |
| TrustUpdates--New DOL Fee Disclosure Websites |
September 20, 2012 |
| TrustUpdates--HSBC Trust Operation Lacks KYC Documentation |
July 18, 2012 |
| TrustUpdates--More Assets Required to Generate $1 of Revenue |
July 12, 2012 |
| TrustUpdates--Court Reverses Stock-Drop Award Against HSBC |
June 26, 2012 |
| EE 2011 Fiduciary Earnings Expenses Trust Company Trust Department Think Independent Trust Regulator |
November 11, 2011 |
| TrustUpdates--IRS: Estate Portability Election, Timely Filing Required |
October 3, 2011 |
| TrustUpdates--CORRECTION: Proprietary Mutual Funds Litigation: Ameriprise Sued |
October 3, 2011 |
| TrustUpdates--Proprietary Mutual Funds Litigation: Ameriprise Sued |
October 3, 2011 |
| TrustUpdates--Proprietary Mutual Funds Litigation: BofA Wins |
October 3, 2011 |
| TrustUpdates--P.I.E. Index Up, New Revenue Benchmark Possible |
September 28, 2011 |
| TrustUpdates--DOL Investment Advice Rule Re-Called |
September 20, 2011 |
| TrustUpdates--DOL Allows Electronic Disclosure |
September 14, 2011 |
| TrustUpdates--IRS Withdraws 2% Rule, Issues New Proposed Reg |
September 8, 2011 |
| TrustUpdates--DOL Webcast 09/13, Fee Disclosures |
September 8, 2011 |
| TrustUpdates--IRS Phone Forum, 9/12, Participant Pension-Plan Loans |
September 7, 2011 |
| TrustUpdates--DOL Webcast 08/24, Voluntary Fiduciary Correction Program |
August 23, 2011 |
| TrustUpdates--OTS Regs to Stay ... for Now |
August 5, 2011 |
| TrustUpdates--Goodbye OTS! |
July 21, 2011 |
| TrustUpdates--Fiduciary Assets Set New Record, Boosting Revenue |
July 19, 2011 |
| TrustUpdates--DOL Extends Disclosure Date to April 2012 |
July 14, 2011 |
| TrustUpdates--Top 10 Instituitions |
June 8, 2011 |
| TrustUpdates--DOL Extends Fee Disclosure Dates |
June 1, 2011 |
| TrustUpdates--Fiduciary Revenues Catching Up As Assets Set New Record |
May 19, 2011 |
| TrustUpdates--OCC Preemption Roadmap |
May 13, 2011 |
| TrustUpdates--Fiduciary Audits Equal Big Bucks for IRS |
April 19, 2011 |
| TrustUpdates--The �F� Word Stirs Up Emotions |
April 5, 2011 |
| TrustUpdates--Americans Want Traditional Pensions |
March 9, 2011 |
| TrustUpdates--2011 Fiduciary Revenues to Set New Record |
January 6, 2011 |
| TrustUpdates--Failure to Diversify Costs HSBC $25 Million |
December 3, 2010 |
| TrustUpdates -- Extraordinary Is Defined By Plan, Not Market |
November 18, 2010 |
| TrustUpdates--If Profits Are the Goal, Limit Product Lines |
October 25, 2010 |
| TrustUpdates--Dynasty Trusts Destined to Self-Destruct |
September 29, 2010 |
| TrustUpdates--Assets Flat in 2010, Revenues Grow -- Second Quarter |
September 16, 2010 |
| TrustUpdates�Lifetime Income Options, Joint Hearing |
September 13, 2010 |
| TrustUpdates -- Driven by Fees and Fears of Reprisal |
July 13, 2010 |
| TrustUpdates--Financial Reform, Fiduciary Impact |
May 24, 2010 |
| TrustUpdates--Assets Recover, Revenues Drop |
May 20, 2010 |
| TrustUpdates -- Trustees at Risk for Employer Delays |
January 14, 2010 |
| TrustUpdates -- Reg R: The Examiners Are Coming! |
October 6, 2009 |
| TrustUpdates -- IRS Extends Deadline for Disclosing Offshore Accounts |
September 21, 2009 |
| TrustUpdates -- Providing Summary Prospectus Meets Fiduciary Obligation, Says DOL |
September 9, 2009 |
| TrustUpdates -- Banks Risk Losing Talent |
September 3, 2009 |
| TrustUpdates -- IRS Gains Unprecedented Access to Swiss Accounts |
August 20, 2009 |
| TrustUpdates -- FBAR Extension until June 2010 |
August 10, 2009 |
| TrustUpdates--Inheritance and the Posthumously Conceived Child |
July 16, 2009 |
| TrustUpdates -- States Can Enforce Laws against National Banks, says Supreme Court |
July 6, 2009 |
| TrustUpdates--Consensus on Financial Reform Exists, But . . . |
June 18, 2009 |
| TrustUpdates -- Fiduciary Revenues Set New Record |
June 9, 2009 |
| TrustUpdates�DOL Postpones 401(k) Safe-Harbor Rule |
May 21, 2009 |
| TrustUpdates -- Pension Calculation Can Be Discriminatory, In Part |
May 18, 2009 |
| TrustUpdates-- Carlyle Group Settles |
May 15, 2009 |
| TrustUpdates -- Fiduciary Revenue Strong, Despite Asset Drop |
April 20, 2009 |
| TrustUpdates -- Court Approves Terminating Retirees Health Benefits |
February 26, 2009 |
| TrustUpdates--UBS Pays $780 Million, Discloses Customer Info |
February 19, 2009 |
| TrustUpdates--DOL Madoff Advisory |
February 11, 2009 |
| TRN--DOL Delays Controversial Investment Advice Rule |
February 5, 2009 |
| TRN--Fiduciaries Named in Madoff-Related Lawsuit |
January 28, 2009 |
| TrustUpdates -- IRS Extends Fiduciary Fee Deductibility |
December 16, 2008 |
| TrustUpdates -- Trust Institutions Report Asset Declines with Revenue Gains |
December 10, 2008 |
| TrustUpdates -- UBS Executive Indicted in Offshore Tax-Shelter Probe |
November 13, 2008 |
| TrustUpdates -- 75% of Banks Undercharge for Fiduciary Services |
November 12, 2008 |
| TrustUpdates -- DOL Finalizes 3 Pension Rules |
October 7, 2008 |
| TrustUpdates -- The Accidental Fiduciary |
October 7, 2008 |
| TrustUpdates -- 70% of Trust Institutions Report Revenue Growth |
September 24, 2008 |
| TrustUpdates -- DOL ERISA Webcast, Sept. 25 |
September 22, 2008 |
| TrustUpdates -- Focus on Pension Fees |
July 31, 2008 |
| TrustUpdates -- 25% of Institutions Raised Fees in 2007, More Will in 2008 |
June 5, 2008 |
| TrustUpdates -- Plaintiffs Find SLUSA Loopholes |
April 16, 2008 |
| TrustUpdates -- Chase Acquires Custodial Trust |
April 4, 2008 |
| TrustUpdates--2007 Fiduciary Revenues Break Record |
March 18, 2008 |
| TrustUpdates--IRS Targets Liechtenstein Trusts |
February 27, 2008 |
| Plan Participants Can Sue to Recovery Individual Losses |
February 21, 2008 |
| Supreme Court Rules Investment Fees Not Always Deductible |
January 17, 2008 |
| Fifth Third Bank Mismanaged Pension Assets, Says DOL |
January 11, 2008 |
| Fiduciary Revenues Growing Faster Than Assets |
December 12, 2007 |
| DOL -- Disclosure Rules and MEWA Filing |
December 11, 2007 |
| DOL Webcast on Pension Protection Act |
November 27, 2007 |
| Bank Trust Depts Undercharging for Services |
November 6, 2007 |
| Pension Plan Updates |
October 15, 2007 |
| Neutering Conversion Class Actions |
October 3, 2007 |
| Forget Mutual Funds, CIFs Are Hot! |
September 21, 2007 |
| NYLife--Settlement in Proprietary Mutual Fund LawSuit |
September 21, 2007 |
| Fiduciary Revenue Grows by Nearly $2 Billion |
September 20, 2007 |
| SEC Adopts Bank-Friendly Broker-Dealer Rules |
September 19, 2007 |
| Fiduciary Capital--More Focused, More Details |
July 26, 2007 |
| Trusts and Money Laundering |
July 17, 2007 |
| Preemption Landmines Ahead |
June 20, 2007 |
| Repeal Soft-Dollar Law, and 12b-1 Fees, Says SEC Chairman |
June 15, 2007 |
| Fiduciary Revenue Not Keeping Pace with Assets |
May 25, 2007 |
| Qwest Pays $46.5 in Pension Settlement |
February 1, 2007 |
| Supreme Court Rules on IBM Cash-Balance Plan |
January 16, 2007 |
| Regulators Propose New Broker-Dealer Rules |
December 19, 2006 |
| Revenue Sharing--More Disclosure Required |
December 14, 2006 |
| Cash-Balance Plans--Ruling Favors Plaintiffs |
November 16, 2006 |
| Citicorp Says Good-bye Cash Balance Plan, Hello 401k |
November 8, 2006 |
| Bank Broker Rules--Congress Moves to Settle Dispute |
October 19, 2006 |
| Conversion Lawsuits--Chase Makes Four |
October 12, 2006 |
| DOL Proposed Reg on Auto Enrollment |
October 3, 2006 |
| LaSalle Conversion Lawsuit Dismissed; Wachovia Sued |
June 2, 2006 |
| Supreme Court Ruling Opens Door to More Federal Challenges |
May 1, 2006 |
| 2005--The Year of the SEC |
January 27, 2006 |
| BofA Hit with Another Conversion Class Action |
January 5, 2006 |
| Deutsche Bank--Anti-Moneylaundering Deficiencies |
October 14, 2005 |
| SEC Settlement a Wake Call for All Banks |
October 7, 2005 |
| Fiduciaries Report Double-Digit Income Growth |
October 5, 2005 |
| Additional Bank Regulatory Relief |
September 29, 2005 |
| EBT Hardship Loans--REVISED |
September 16, 2005 |
| EBT Hardship Distributions and Loans |
September 16, 2005 |
| Regulators Hold BSA Compliance Webcast |
August 8, 2005 |
| WorldCom Victim Trust |
August 5, 2005 |
| War of the Regulators--OCC v. Spitzer |
June 17, 2005 |
| TRN--Current Issue |
May 4, 2005 |
| Revenue Sharing; Preemption--TRN Summary |
April 8, 2005 |
| TRN Index--Current Issue |
March 1, 2005 |
| New Conversion Class Actions |
January 17, 2005 |
| Fiduciary Growth Cools in Third Quarter |
December 29, 2004 |
| TRN Index--Nov./Dec. 2004 |
December 17, 2004 |
| ERISA--When to Question Investment Directives |
December 17, 2004 |
| SEC delays rule: GAO suggests total restructuring |
November 9, 2004 |
| Strong Fiduciary Growth in 2nd Quarter |
September 14, 2004 |
| Tax Update--Splitting Trusts |
August 31, 2004 |
| Basel II and Fiduciary Capital |
June 29, 2004 |
| TRN Index--June 2004 |
June 25, 2004 |
| Cash Balance Plans--IRS Withdraws Proposal |
June 15, 2004 |
| TRN Index--March 2004 |
March 26, 2004 |
| BofA�-Final Settlement in Management Fee Overcharge Case |
February 20, 2004 |
| TRN Index--Feb. 2004 |
February 19, 2004 |
| Mutual Fund Abuses--ERISA Guidance |
February 18, 2004 |
| FDIC�New Rules Expand Coverage for Trusts |
January 13, 2004 |
| OCC Preemption Ruling Angers States |
January 9, 2004 |
| New Conversion and Market-Timing Case |
November 10, 2003 |
| Conversion Litigation--Settlement |
October 14, 2003 |
| Hot Topics in Fiduciary Litigation |
July 23, 2003 |
| Bank One Texas--Mutual Fund Case |
June 18, 2003 |
| Trust Performance Data (#2) |
June 2, 2003 |
| Enron--Participants, Not Company, to Pay Plan Expenses |
March 24, 2003 |
| Federal Preemption--Court Rules on Massachusetts Challenge |
February 18, 2003 |
| Retirement Savings--Bush Proposes Radical Reform |
January 31, 2003 |
