asset management
Bar Harbor Trust Services buys TJX Inc, Lennar Corp, iShares TIPS Bond ETF, sells Fidelity…
Ellsworth, ME, based investment firm Bar Harbor Trust Services (Current portfolio) buys TJX Inc, Lennar Corp, iShares TIPS Bond ETF, […]
Trust law needs to be reworked: panelists
The proposed trust law that the Macau Legislature recently approved on first reading requires revision and updates to address issues […]
Macao Trust Law pending – Commentary
introductionScope of the billComment introduction In November 2021, the Macao Special Administrative Region (SARM) government delivered its 2022 political speech […]
CWB Trust Services appointed trustee of CI Investment Services
VANCOUVER, BC, May 20, 2021 / CNW / – CWB Trust Services is pleased to announce its appointment as Registered […]
CWB Trust Services appointed trustee of CI Investment Services
VANCOUVER, BC, May 20, 2021 / CNW / – CWB Trust Services is pleased to announce its appointment as Registered […]
DBS Private Launches First Bank-Backed Bitcoin Trust Services in Asia
DBS Private Bank launched a bank-backed trust to manage bitcoin for customers, the first such product in Asia. DBS Private […]
Wells Fargo Separates Business Trust Services Unit in $ 750 Million Deal
Wells Fargo & Co. sells its corporate trust services business to Computershare in $ 750 million deal. The agreement, which […]
BOK’s financial advisor trust services are now available as an integrated offering through Envestnet Trust Services Exchange
CHICAGO, March 25, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) announces that BOK Financial (NASDAQ: BOKF) joined the […]
Wells Fargo (WFC) to Divest Corporate Trust Services Business
Wells fargo WFC has signed a definitive agreement to sell its Corporate Trust Services (CTS) business to Australian company Computershare […]
Wells Fargo (WFC) to Divest Corporate Trust Services Business
Wells fargo WFC has signed a definitive agreement to sell its Corporate Trust Services (CTS) business to Australian company Computershare […]
Envestnet launches Trust Services Exchange for RIAs and BDs
By extending client relationships to the next generation, advisers can take control of assets and associated income for longer periods […]
Envestnet Enhances Ecosystem By Launching Envestnet Trust Service Exchange
Partnership with Trucendent directly integrates advisors with trust administrators, trustees and estate planning lawyers – allowing RIAs and brokers to […]
Envestnet Enhances Ecosystem By Launching Envestnet Trust Service Exchange
CHICAGO, February 24, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces the Launch of Investnet Trust Services Exchange, […]
USAA ceases trust service business, cuts jobs
The USAA announced this week that it was ending its trust services business, a move that will cost 26 San […]