wealth management

VANCOUVER, BCon 10 Feb. 18, 2022 /CNW/ — CWB Trust Services, a wholly owned subsidiary of CWB Financial Group, is […]

VANCOUVER, BCon 10 Feb. 18, 2022 /CNW/ — CWB Trust Services, a wholly owned subsidiary of CWB Financial Group, is […]

Macau is finally taking the final steps of a long legislative journey to approve and implement a trust regime in […]

The proposed trust law that the Macau Legislature recently approved on first reading requires revision and updates to address issues […]

introductionScope of the billComment introduction In November 2021, the Macao Special Administrative Region (SARM) government delivered its 2022 political speech […]

Focus Financial Partners said it was on track for its most successful M&A year yet, after closing two new partner […]

If you are extremely busy with your career and family and have accumulated a fair amount of assets, you might […]

Bar Harbor, Maine (September 2, 2021) – Bar Harbor Trust Services is accepting applications for the 2021 Hattie A. & […]

If you are extremely busy with your career and family, and have accumulated a fair amount of assets, you might […]

Peak Trust Company’s presence in the Trucendent-powered trust account market enables advisor clients to benefit from favorable trust rules in […]

CHICAGO, July 29, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces Peak Trust Company (Peak), an Advisor-Focused Company […]

CHICAGO, July 8, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces Sterling Trustees has joined Trucendent-powered Envestnet Trust […]

South Dakota-based trust administrator services are available to RIAs and brokers through the Trucendent-powered trust account marketplace. CHICAGO, July 8, […]

VANCOUVER, BC, May 20, 2021 / CNW / – CWB Trust Services is pleased to announce its appointment as Registered […]

VANCOUVER, BC, May 20, 2021 / CNW / – CWB Trust Services is pleased to announce its appointment as Registered […]

CHICAGO, March 25, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) announces that BOK Financial (NASDAQ: BOKF) joined the […]

Wells fargo WFC has signed a definitive agreement to sell its Corporate Trust Services (CTS) business to Australian company Computershare […]

Wells fargo WFC has signed a definitive agreement to sell its Corporate Trust Services (CTS) business to Australian company Computershare […]

VANCOUVER, BC, March 17, 2021 / CNW / – CWB Trust Services (CWBTS) is pleased to announce its appointment as […]

CHICAGO, February 24, 2021 / PRNewswire / – Envestnet, Inc. (NYSE: ENV) Announces the Launch of Investnet Trust Services Exchange, […]

Partnership with Trucendent directly integrates advisors with trust administrators, trustees and estate planning lawyers – allowing RIAs and brokers to […]

Younis Al Khoori, Undersecretary of the Ministry of Finance. The UAE’s finance ministry said on Wednesday that an executive order […]

CONCORD, New Hampshire – Kimberly DeSchuiteneer has joined Bar Harbor Trust Services as Senior Vice President, Pensions Coordinator. In this […]

VANCOUVER, February 5, 2020 / CNW / – CWB Trust Services is pleased to announce its appointment as Custodian of […]

Delaware is the number one jurisdiction for personal trusts. The state is at the forefront of innovations in trust law […]

HONG KONG – (COMMERCIAL THREAD) –Tricor Group (Tricor), Asia’s leading provider of integrated business, enterprise, investor, human resources and payroll, […]

US asset manager State Street has obtained a license from the Monetary Authority of Singapore to expand its trust services […]