About Our Publications

YEAR-END COMBO SPECIAL--Offer Thru Dec. 28, 2018, pre-order TPR 2019 and FEE 2019 by December 28, 2018 at the special introductory rate of $1,045 .. and receive your choice of either TPR 2018 or FEE 2018 as a complimentary bonus.
Please use "TF2019B" in the Rate Code.

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Trust Updates is a free e-mail update service. Trust Updates initially was created to ensure that subscribers were kept aware of important events between issues. It has since expanded into a free e-mail update service available to both subscribers and nonsubscribers.

Trust Performance Report (TPR) is the fiduciary industry's only comprehensive source of annual and quarterly updates of asset and income metrics. Data for the annual is obtained through direct surveying. The annual includes metrics as well as data on the Top 1250 institutions. The quarterly updates include metrics as well as data on the Top 400 data. Annual subscription rate is $995. Subscribers to Trust Updates receive summary information regarding each quarter's performance.

Fiduciary Earnings & Expenses (FEE) is the fiduciary industry's only comprehensive source of gross revenue, net income, and expense metrics. The report is an analysis of revenue, net income, and expenses of some 200 free-standing trust companies compared to bank trust divisions as well as to national trust companies. Available in September, the report's annual subscription rate is $795.