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News & Headlines

OCC Reports Third Quarter 2018 Bank Trading Revenue

12/12/2018
The Office of the Comptroller of the Currency (OCC) reported trading revenue of U.S. commercial banks and federal savings associations of $7.1 billion in the third quarter 2018, which was $0.2 billion, 2.7 percent, more than the previous quarter.

Survey: Bankers’ Compliance Worries Ease in 2018

12/12/2018
In a year that saw passage of a major regulatory reform law, U.S. financial institutions’ anxiety levels over compliance obligations eased significantly, according to a survey released this morning by Wolters Kluwer.

Gallup Poll: Quarter of Americans Victimized by Cybercrime

12/12/2018
According to Gallup’s annual crime survey released yesterday, 23 percent of Americans report that they or someone in their household had personal, credit card or financial information stolen by computer hackers in 2018.

Data Security, Privacy to Be Early Focus of CFPB’s Kraninger

12/12/2018
Newly sworn-in Consumer Financial Protection Bureau Director Kathy Kraninger will focus on data security and privacy in her early days in office, she said at a press briefing on her first day at the bureau yesterday.

Upcoming Events

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  • February 7 2019
    2019 Changes and Trends Affecting Special Needs Trusts 02/07/2019 The 15th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language and resources.

    Click here for more information and to register.

    Questions: Contact at (512) 472-7391.

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  • February 21 2019
    Complete Fundamentals 02/21/2019 The introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. 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.”

    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

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  • February 28 2019
    Real Estate, Oil & Gas Conference 02/28/2019 This two-day event offers a unique, tailored opportunity for asset management professionals. It provides a full day of presentations on the latest topics in the areas of real estate and oil and gas, respectively. Speakers will address timely topics in an evolving area of trust.

    o Real Estate Managers
    o Mineral Managers
    o Landmen
    o Those new to real estate or oil and gas


    Questions: Contact Ashlee Bennett at e-mail or call (512) 472-7391.

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  • April 17 2019
    2019 Wealth Management & Trust Conference 04/17/2019 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, CLE, CPE) and valuable networking opportunities, the event is worth every penny.

    Questions: Contact at (512) 472-7391.

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