asset management
Bar Harbor Trust Services buys TJX Inc, Lennar Corp, iShares TIPS Bond ETF, sells Fidelity…
Bryon C. Smith
January 28, 2022
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
Bryon C. Smith
January 11, 2022
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
Bryon C. Smith
December 16, 2021
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
Bryon C. Smith
May 20, 2021
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
Bryon C. Smith
May 20, 2021
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
Bryon C. Smith
May 14, 2021
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
Bryon C. Smith
March 25, 2021
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
Bryon C. Smith
March 25, 2021
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
Bryon C. Smith
March 24, 2021
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
Bryon C. Smith
March 24, 2021
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
Bryon C. Smith
February 24, 2021
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
Bryon C. Smith
February 24, 2021
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
Bryon C. Smith
February 24, 2021
CHICAGO, February 24, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces the Launch of Investnet Trust Services Exchange, […]
USAA ceases trust service business, cuts jobs
Bryon C. Smith
March 6, 2020
The USAA announced this week that it was ending its trust services business, a move that will cost 26 San […]