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News & Headlines

SBA Seeks Feedback on Burdensome, Excessive Regulations

8/15/2017
In response to President Trump’s executive order requiring all federal agencies to reduce regulatory burden, the U.S. Small Business Administration today issued a request for input on which regulations could be repealed, replaced or modified.

DOL Signals Intention to Delay Fiduciary Rule's Exemptions

8/10/2017
The Department of Labor said that it has submitted a proposal to the Office of Management and Budget to extend to July 1, 2019, the applicability date for certain exemptions to the fiduciary rule.

CFPB Proposes New Disclosure Form for Overdraft Fees

8/7/2017
The Consumer Financial Protection Bureau on Friday released four new “prototype” overdraft disclosure forms as part of its “Know Before You Owe” campaign.

Fed Proposes Guidance Distinguishing Roles of Bank Boards, Management

8/4/2017
The Federal Reserve yesterday issued a proposal to streamline its supervisory expectations for bank boards of directors. The proposal clarifies the distinction between the roles of bank boards and senior management teams.

Upcoming Events

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  • September 28 2017
    The Complete Fundamentals 09/28/2017 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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    Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@t
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