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News & Headlines

Florida and Texas Bankers Associations to Continue Efforts to Protect Foreign Depositors

2/4/2014
The Florida and Texas Bankers Associations filed an appeal in early February to overturn a lower court ruling upholding new IRS regulations ...

Regulators Reopen Comment Period on Swaps Proposal

10/3/2013
Five federal regulators agreed to reopen until November 26 the comment period for a proposed rule that would establish minimum margin and capital requirements for uncleared swaps and security-based swaps entered into by ...

Regulators Reopen Comment Period on Swaps Proposal

10/3/2013
Five federal regulators agreed to reopen until November 26 the comment period for a proposed rule that would establish minimum margin and capital requirements for uncleared swaps and security-based swaps entered into by ...

SEC Extends Temporary Municipal Adviser Registration System

10/3/2013
The Securities and Exchange Commission (SEC) issued a final rule that extends until September 30, 2013, the current temporary system for registering municipal advisers with the SEC. Without ...

SEC Extends Temporary Municipal Adviser Registration System

10/3/2013
The Securities and Exchange Commission (SEC) issued a final rule that extends until September 30, 2013, the current temporary system for registering municipal advisers with the SEC. Without ...

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Upcoming Events

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  • September 18 2014
    The Complete Fundamentals 09/18/2014 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." 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.

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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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  • October 24 2014
    Advanced Trust Forum 10/24/2014 This event is designed for experienced wealth management and trust professionals. It offers valuable continuing education on a broad range of timely topics in an efficient, costeffective format. The setting encourages questions and discussion, while the breaks offer the benefits of peer networking.
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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  • November 7 2014
    Risk Issues & Compliance Seminar 11/07/2014 FIRMA and Wealth Management & Trust, a division of the Texas Bankers Association, are proud to jointly host the 2014 Risk Issues & Compliance Seminar. The program content is designed to benefit risk managers, compliance professionals, auditors at all skill levels, and regulators and financial services consultants as well as fiduciary and investment executives and administrators. It features timely topics and valuable discussions on issues such as conflicts of interest and legislative developments, OCC issues, ERISA and more. The presentations and materials will be provided by recognized industry experts. This seminar is loaded with valuable information you do not want to miss. Join us in San Antonio!
    Download PDF
    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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    Add to Calendar