Celebrating 100 Years

Wealth Management & Trust 100th Anniversary LogoThe “Trust Company Section” of the Texas Bankers Association was created May 12, 1921, at TBA’s 37th Annual Meeting when a resolution was prepared and adopted by the membership. Today, Trust provides valuable services to Texas’ wealth management and trust industry, which is a dynamic component of the financial services sector. The industry is comprised of professional fiduciaries — institutions and individuals dedicated to providing clients with exceptional experiences in a range of wealth management products and services designed to build, preserve and transfer wealth.

News

Bankers Sound Alarm Over IRS Provisions in Reconciliation Bill

9/10/2021
The Texas Bankers Association (TBA) is warning small businesses and taxpayers about a Congressional proposal that would allow the IRS to collect data on all financial transactions of $600 or more.

Banking Commissioner appoints Wendy Rodriguez as Deputy Commissioner

8/25/2021
Texas Banking Commissioner Charles G. Cooper announced the appointment of Wendy Rodriguez as the agency’s Deputy Commissioner.

FDIC Issues Request for Information on Supervisory Approach to Bank Examinations

8/13/2021
The FDIC issued a Request for Information (RFI) seeking feedback and comments from FDIC-supervised financial institutions regarding the FDIC’s supervisory approach to examinations during the pandemic.

CFPB Issues Interpretive Rule on 2021 Juneteenth Holiday

8/12/2021
CFPB recently released an interpretive rule to assist the mortgage industry in determining whether to treat June 19, 2021, as a federal holiday or a business day for purposes of compliance with certain time-sensitive borrower protections.

Events

Trust and Estate Forum

Virtual

10/12/2021

This program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program...

Trust Risk Issues and Compliance

Virtual

10/21/2021

New regulation and litigation heighten risks for fiduciaries. With an increasingly complex operating environment, your organization needs to stay on top of the latest issues, challe...

2021 Wealth Management & Trust Conference

Austin

09/29/2021

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 cre...

Trust Real Estate and Energy Conference

San Antonio

11/04/2021

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. Speakers will address t...

2021 WMT Sponsors & Exhibitors

09/29/2021