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

FOMC keeps rates same, for now

9/21/2023
The FOMC announced they would keep the federal fund rates the same - for now. Read to learn more.

CFPB publishes guidance on AI use in credit applications

9/20/2023
The CFPB issued a guidance on the use of AI in credit denials. Read to learn more.

Treasury Department publishes net-zero principles for financial institutions

9/19/2023
The U.S. Department of the Treasury shared nine principles for net-zero financing and investment for financial institutions. Read to learn more.

CFPB announces Reg Z annual threshold adjustments for 2024

9/18/2023
The CFPB shares the 2024 dollar amounts for the annual threshold adjustments for Reg Z. Read to learn more.

Events

2023 Trust & Estate Forum

11/02/2023

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 offer...

2023 Trust Audit & Operations Program

Austin, TX

11/08/2023

This seminar explores a range of timely areas pertaining to trust operations and audit such as recent regulatory and legislative developments, unique assets, products and services, tax implications and other practical applicatio...