Banks Archive

FineMark National Bank Trust Opens New Headquarters Upscale facility provides a better banking experience  

The new FineMark National Bank Trust headquarters is now open for business in Riverwalk at Whiskey Creek, announced Joseph R. Catti, president and CEO....

BELL AND SANAK ASSIGNED TO KEY ROLES WITHIN COMPASS’ WEALTH MANAGEMENT GROUP 

Compass Bank’s Wealth Management Group (WMG) today announced that its former Birmingham Market Executive, Douglas Bell, will now serve as director of fiduciary services and tax for the Group. In addition, Steve Sanak has joined WMG as regional executive overseeing the Alabama and Florida markets....

MASSMUTUAL COMPLETES ACQUISITION OF FIRST MERCANTILE TRUST COMPANY  

Massachusetts Mutual Life Insurance Company (MassMutual) announced today it has completed its previously announced purchase of First Mercantile Trust Company from SunTrust Banks, Inc. (NYSE: STI). ...

Keith A. Bujalski, CTA, CPA, Elected as New President of FIRMA  

The Fiduciary and Investment Risk Management Association, Inc. ™ (“FIRMA™”) is proud to announce that Keith A. Bujalski of Freehold, New Jersey, was elected President of the national association by the FIRMA Board of Directors at their 22nd Annual National Training Conference, held in Orlando, FL, April 6-10, 2008....

Signature Bank Names New Private Client Banking Team for Its Midtown Manhattan Office 

Signature Bank (Nasdaq: SBNY), a New York-based full-service commercial bank, announced today the addition of a new private client banking team that will work from its 565 Fifth Avenue office in New York's Midtown Manhattan, the Bank's corporate headquarters....

Signature Bank Appoints Private Client Banking Team for its new Jericho, Long Island, N.Y. Office 

NEW YORK--(BUSINESS WIRE)--March 3, 2008--Signature Bank (Nasdaq:SBNY), a New York-based full-service commercial bank, announced today the appointment of a new private client banking team to be based at its soon-to-open Jericho, N.Y. office, at 100 Jericho Quadrangle, on Long Island....

Union Bank of California and Mitsubishi UFJ Trust and Banking Corporation Sign Agreement 

The wealth management group of Union Bank of California, N.A., has signed an agreement with Mitsubishi UFJ Trust and Banking Corporation (MUTB) to perform probate and estate settlement services of the U.S.-based assets of deceased Japanese citizens for the benefit of their surviving heirs in Japan. ...

LPL Financial Announces New EVP, Wealth Management and CEO of The Private Trust Company 

LPL Financial announced today the appointment of Christopher Poch as Executive Vice President, Wealth Management and Chief Executive Officer of The Private Trust Company effective immediately. Based in Boston, Massachusetts, Mr. Poch will report to Bill Dwyer, President, LPL Financial Independent Advisor Services, and will be responsible for overseeing the development and expansion of LPL Financial wealth management capabilities....

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

Poll

Topics of Interest

Estate Tax Donor Advised Funds
GSTs Family Offices
Private Foundations Life Insurance
2010 Tax Act News Industry Trends Surveys

E-Newsletter Signup

Videos


T&E eNewsletters

Wealth Watch

Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.

Latest from Wealth Watch

View more from Wealth Watch.

Tech. Review

Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.

Latest from Tech. Review

View More from Technology Review.

Philanthropy Tax Guide

Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.

Latest from Conrad Teitell

View More from Conrad Teitell.

2011 Trust Glossary

Click here to download the 2011 Trust Glossary

50 Years Ago This Month

50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb.

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts

Click here to view the most up to date guide (September 2011)

Press Releases

Browse Back Issues

What's new on
WealthManagement.com


Most Popular Stories

Follow us on Twitter