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OCC to Banks: Expect Closer Scrutiny of Cross-Selling

Posted on 9/21/2016
With Wells Fargo’s product sales quotas in regulatory cross-hairs, Comptroller of the Currency Thomas Curry warned yesterday that large and midsize banks should expect closer examiner scrutiny of sales practices.

Senators Challenge Wells Fargo Chief in Hearing

Posted on 9/20/2016
During a Senate Banking Committee hearing today, senators of both parties challenged Wells Fargo Chairman and CEO John Stumpf over the recent enforcement action against the bank.

FDIC Releases Affordable Housing Guide for Single-Family Lenders

Posted on 9/16/2016
The FDIC yesterday released a new guide to affordable single-family home loan programs, which collects information about programs to expand access to affordable mortgage credit.

OCC Flags Supervision Priorities for 2017

Posted on 9/15/2016
The OCC yesterday released its bank supervision operating plan for fiscal year 2017, identifying what each of the agency’s supervisory operating units will focus on for the new federal fiscal year starting on Oct. 1.

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    The Complete Fundamentals 09/29/2016 This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient, new 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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    Trust Operations 10/07/2016 This seminar is geared for operations professionals and trust professionals with operations responsibilities. It explores a range of areas pertaining to trust operations such as cyber security, money market reform, closely held assets and other practical applications.
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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.

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    Risk Issues & Compliance Seminar 11/04/2016 FIRMA and Wealth Management & Trust, a division of the Texas Bankers Association, are proud to jointly host the 2016 Risk Issues & Compliance Seminar. The program content is designed to benefit risk managers, compliance professionals, and 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 money market reform and legislative developments, OCC initiatives, DOL 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.
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