Although holding companies and trust companies have some similarities, they are separate types of businesses. The distinction is clear when viewing the definitions for each company, as well as looking ...

The Office of the Comptroller of the Currency (OCC) has conditionally approved national trust bank charters for five firms focused on digital assets.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Katrina Ávila Munichiello is an experienced editor, writer, fact-checker, and proofreader ...

Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the ...

July 22, 2022 - Trust companies in the United States trace their roots back nearly two centuries, to the formation of the United States Trust Company of New York in 1853. Until recently, trust ...

Equity Trust is an IRS-approved custodian of alternative assets for retirement and other tax-advantaged accounts. It offers services to individual investors and institutions, with over 130,000 ...

SANTA BARBARA, California – A new trust and fiduciary services firm, the Santa Barbara Trust Company, has opened its doors in downtown Santa Barbara, spearheaded by a team of financial services ...

The Chicago-based private equity firm GTCR has inked a definitive agreement to acquire Fiduciary Trust Company, a Boston-based wealth manager and trust company with $34 billion in client assets under ...

Dresher, PA—January 22, 2018—Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Polycomp Trust ...

Equity Trust Co. has announced the acquisition of Midland Trust, a custodian of self-directed individual retirement accounts (IRAs) headquartered in Fort Meyers, Florida. Financial terms of the deal, ...