How often are you presented with the possibility that one elegant solution can help solve two major challenges? Maybe in a business school case study, but not often in real life. But that s the ...

On August 30, 2023, the Florida Third District Court of Appeal affirmed the dismissal of negligence claims against First National Bank of South Miami brought by a group of limited liability companies ...

The bank channel seems to have collectively breathed a sigh of relief after the new fiduciary rule was passed, but there are still more questions than answers. That was the main takeaway from our ...

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A fiduciary deposit account is an account that's owned by one or more persons but managed by another. The owner is known as the principal, while the manager is known as the fiduciary. These accounts ...

Wall Street must have its wisecrack. “High finance” was the weak but prevalent pun heard last week when Fiduciary Trust Co. opened for business on the 30th floor of No. i Wall St. But other bankers ...

Supporting data: Trusts hold $2 trillion in custody assets already. Forward look: The proposal reinforces the agency's statutory basis for allowing trusts to conduct non-fiduciary activities, which ...

IRVINE, Calif.--(BUSINESS WIRE)--Opus Bank (“Opus”) (NASDAQ: OPB) announced today the expansion of its Fiduciary Banking division with Keira Rawlinson, a 14-year banking veteran, joining as Director, ...