Podcast: The Changing Faces of Wealth Management
From the ongoing generational wealth transfer to new "wealthtech" solutions and investor demands for sustainability and diversity, big changes are ...
Tag: Trust activities
SEC Expands Accredited Investor and QIB Definitions
The Securities and Exchange Commission today approved amendments to the definitions of “accredited investor” under Regulation D and “qualified institutional ...
ABA Comments on IRS Proposal on Trust and Estate Deductions
In a comment letter last week, ABA offered feedback on a recent IRS proposal to address the treatment of deductions ...
Podcast: Adding Value with Relationship-Based Wealth Planning
Nerre Shuriah of First Citizens Bank explores how to deliver a relationship-based, community banking asset management service in an environment ...
ABA Supports OCC’s Proposed EGRPRA-Recommended Rule Changes
In a letter to the OCC today, the American Bankers Association offered support for several proposed rule changes, including those ...
Podcast: The Race to Engage Women in Financial Planning
The wealth management business is in a race to engage today's diverse asset management customers. Top wealth management executive Gunjan ...
ABA Seeks Exemption for Banks from EIN Application Requirements for Trusts, Estates
The American Bankers Association wrote to the Internal Revenue Service last week seeking relief from certain aspects of the new ...
OCC Proposes New Round of EGRPRA-Recommended Rule Changes
As part of its ongoing actions to implement regulatory relief identified by the decennial Economic Growth and Regulatory Paperwork Reduction ...
The Changing Face of Wealth Management Customers
The long-anticipated transfer of wealth to Gen-Xers and millennials has begun. How can banks position themselves to succeed with these ...
Podcast: Making Wealth Management Core to Your Community Bank
How can community banks make wealth management a profitable part of their strategy? At Canandaigua National Bank and Trust in ...
