News & Headlines

OCC to Grant Federal Charters to Fintech Firms

The OCC “will move forward” with plans to provide special-purpose national bank charters to financial technology firms, Comptroller of the Currency Thomas Curry announced on Friday.

Fed: Debit Fraud Costs Jump 44 Percent in Two Years

Debit card-related fraud losses to merchants, cardholders and issuers rose 44 percent from 2013, reaching $2.41 billion in 2015, according to the Federal Reserve’s biennial survey of debit card issuers’ costs released yesterday.

Banks’ Net Income Rises Strongly in Third Quarter

FDIC-insured banks and savings institutions earned $45.6 billion in the third quarter, up 12.9 percent from the industry’s earnings a year before, the FDIC said yesterday.

CFPB Bulletin Outlines Incentive Compensation Expectations

While the bureau acknowledged that incentive programs can benefit both companies and customers, it cautioned financial institutions that inadequate oversight or setting unrealistic goals could lead to consumer harm.

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  • February 2 2017
    The Complete Fundamentals 02/02/2017 This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. The first day offers a comprehensive overview on trusts - addressing terminology, administration, fiduciary and agency services, assets and ownership, taxation and regulation. The second day focuses on the basics of estate planning, management and settlement and also offers an easy-to-understand review of trust investments - terminology, investment objectives, asset allocation, securities and nontraditional investments. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand "the basics."

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  • March 29 2017
    2017 Wealth Management & Trust Conference 03/29/2017 The annual Wealth Management & Trust Conference is a must for wealth management and trust professionals throughout Texas and neighboring states. Featuring top-notch speakers and materials, continuing education credit (CTFA, CFP, CLE, CPE) and valuable networking opportunities, the event is worth every penny.


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