The deal for the $34 billion wealth firm comes as PE-backed transactions set a new annual record, while the SEC puts a ...

GTCR continues to place bets on the wealth management space by taking control of the Boston-based Fiduciary Trust Company.

GTCR has agreed to acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company. No financial ...

This prestigious designation celebrates Whittier Trust's global leadership in developing top-tier trust and estate advisors ...

This matters because the trust gap isn’t theoretical. A recent study of healthcare workers in the U.S. found that only 20.2% ...

Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance brokerage NFP, has launched Wealthspire Trust, a Tennessee-chartered trust company.

Equity Trust is an IRS-approved custodian of alternative assets for retirement and other tax-advantaged accounts. It offers services to individual investors and institutions, with over 130,000 ...

July 22, 2022 - Trust companies in the United States trace their roots back nearly two centuries, to the formation of the United States Trust Company of New York in 1853. Until recently, trust ...

There are many reasons that you may use a lifetime and even a generational trust to manage the assets for your family and descendants. Most families have found that hiring a trust company (sometimes ...

Vanta’s Agentic Trust Platform is enterprise-ready and built for the AI era with the inclusion of the Vanta AI Agent 2.0.

HOUSTON--(BUSINESS WIRE)--Houston Trust Company is pleased to announce that on April 20, 2022, Gina Luna was elected to its Board of Directors. “We are so pleased and fortunate to have someone with ...