| Fiduciary Revenues Spike on More Uniform Asset Growth in 2024 | October 9, 2024 |
| TrustUpdates--Peer Comparisons Available Online | July 16, 2024 |
| Bottom Line Hurt for Many as Expenses Increased Faster than Revenues | June 5, 2024 |
| When Asked for Financial Data 6% to 11% of Trust Departments Report Totals Different from Their Call Report | March 13, 2024 |
| Executive Concerns at Independent Trust Companies Differ from Those of Their Bank Counterparts | February 15, 2024 |
| Fewer Trust Assets Needed to Break Even, Except for Bank Trust Divisions | February 8, 2024 |
| Independent Model Remains Most Profitable; Productivity Stable, Variances Based on Institution Type | February 5, 2024 |
| Peer Comparisons Now Available Online | August 30, 2023 |
| TrustUpdates-Profit Margins at Trust Institutions Declined for Second Year | July 10, 2023 |
| TrustUpdates--Revenues Outperform Assets in a Year of Very Mixed Performance | June 26, 2023 |
| TrustUpdates--Midtier Trust Institution, the Standout Performers of 2022 | May 10, 2023 |
| TrustUpdates--Why We Survey Trust Divisions | March 23, 2023 |
| 2023 Annual Survey of Trust Assets; Peer Comparison Report | March 13, 2023 |
| TrustUpdates--Cybersecurity & Data Service Costs at Trust Institutions | January 10, 2023 |
| TrustUpdates--Slow Return to Normal; Fewer Assets Needed to Break Even | December 13, 2022 |
| Trust Revenue Growth Slowing in 2022; Executives Report Mixed Concerns | October 29, 2022 |
| TrustUpdates--Largest Revenue Growth in 12 Years, Trust Executives Less Hesitant to Raise Fees | May 17, 2022 |
| 2022 Annual Survey of Trust Assets | March 11, 2022 |
| TrustUpdates--Key Findings, Fiduciary Earnings & Expenses 2021 | December 8, 2021 |
| TrustUpdates--Trust Executives Confident about Meeting Revenue and Account Growth Targets; Independe | November 30, 2021 |
| TrustUpdates 2021 Q2--BofA Joins Trillion Dollar Club; Asset Growth Strong, but Less Than Stock Indi | September 27, 2021 |
| TU--Improved Profit Margins in 2020 Fail to Dampen Concern About Fiduciary Revenue | June 3, 2021 |
| TrustUpdates--Preliminary Performance Findings for 2020 and Call Report Irregularities | April 14, 2021 |
| TrustUpdates--Call Report Irregularities, or Why We Survey Trust Institutions | March 19, 2021 |
| 19th Annual Survey of Trust Assets .. includes complimentary peer analysis | March 17, 2021 |
| TrustUpdates--Pandemic Stress Making Many Reassess Strategy; 60% of Banks Trust Division Have Insuff | December 2, 2020 |
| TrustUpdates--Gross Revenues Grow as Assets Remain Stable for Most Institutions | September 24, 2020 |
| Trust Performance Report--Trust industry breaks 7-year streak of increasing revenues; Executives Cau | June 23, 2020 |
| TrustUpdates--Q2 Update--Revenues Remain Sluggish, Assets Fare Better | September 18, 2019 |
| TrustUpdates--Sluggish Asset and Revenue Performance | August 1, 2019 |
| Trust Performance Report 2019 -- Strong Revenue Growth Continues, May Slow in 2019; Growth Hampered | June 5, 2019 |
| TrustUpdates--Fiduciary Earnings & Expenses 2018, Fewer Assets Needed to Break Even in Wake of Stron | December 11, 2018 |
| TrustUpdates--Revenue Growth Weakens in Second Quarter | October 3, 2018 |
| TrustUpdates--Robust Revenue Growth, Weak Asset Performance; Quarterly Report | July 30, 2018 |
| TrustUpdates--Trustees Priorities Shift as Assets, Revenues, and Expenses Spike | June 20, 2018 |
| TrustUpdates--Annual Survey of Trust Assets Extended through April 4 | March 28, 2018 |
| TrustUpdates--Asset Performance Increases, Revenues on Track to Set New Record | January 31, 2018 |
| TrustUpdates--Revenue Growth Remains Solid, Major Exception Deutsche Bank | October 12, 2017 |
| TrustUpdates--Revenue on Track for Record-Setting Year, No Thanks to Large Institutions | July 25, 2017 |
| TrustUpdates--Assets Rebound in 2016, Revenues Lag .. Trust Companies More Focused on Revenue than B | June 6, 2017 |
| TrustUpdates--Assets Spike, Revenue Growth Slow | January 5, 2017 |
| TrustUpdates--More Institutions Offering Less, Leads to Stronger Industry | December 13, 2016 |
| TrustUpdates--Assets and Revenue Rebounding, Efficiency Improving | October 11, 2016 |
| TrustUpdates--Hot Topics in Fiduciary Litigation, July 7-8 | June 9, 2016 |
| TrustUpdates--Trust Revenues Rise, Even as Number of Institutions and Assets Shrink | June 8, 2016 |
| TrustUpdates--IRS Fiduciary Audits—More But Smaller Errors Equal Lower Additional Taxes | April 26, 2016 |
| TrustUpdates--Revenue Growth Continues, While Assets Decline | February 11, 2016 |
| TrustUpdates--Revenue and Industry Challenges; Fiduciary Earnings & Expenses | January 28, 2016 |
| TrustUpdates--Industry Outperforms Large Institutions in First Quarter | July 9, 2015 |
| TrustUpdates--Trust Institutions Earned $37.5 Billion on more than $105 Trillion in Total Assets | May 28, 2015 |
| TrustUpdates--Under Pressure to Grow Revenues, Trust Executives Respond | May 20, 2015 |
| TrustUpdates--Tibble: High Court's Ruling Potentially Expands ERISA's 6-Year Statue of Limitation | May 19, 2015 |
| TrustUpdates--IRS Audit Focus Expands to Gift Taxes; More Taxes Owed | April 21, 2015 |
| TrustUpdates--Ameriprise Settlements Proprietary Mutual Fund Litigation | March 27, 2015 |
| TrustUpdates--Minimum to Breakeven in Trust Business Is $500 Million, Except for Boutiques | March 18, 2015 |
| Annual Report of Trust Assets, deadline March 25 | March 10, 2015 |
| TrustUpdates--Revenue Growth Outpaces Asset Performance | January 14, 2015 |
| TrustUpdates--Decedent’s Estate Owes Additional $20 Million, GRAT Problems Blamed on Financial Crisi | September 17, 2014 |
| TrustUpdates--Training—Spending Declining, As Brain Drain Looms | August 4, 2014 |
| TrustUpdates--Additional Taxes Owed Triple on Audited Fiduciary Returns | July 15, 2014 |
| TrustUpdates--First Quarter Growth Bodes Well for Profitable Year | July 10, 2014 |
| TrustUpdates--ESOPs Fiduciaries—No Special Presumption of Prudence; Potential for Dismissing Lawsuit | June 26, 2014 |
| TrustUpdates-- Inherited IRA is Not a Retirement Account, High Court Rules | June 13, 2014 |
| TrustUpdates--Regulatory Exams: Spike in Bankers' Concerns | May 28, 2014 |
| TrustUpdates--Revenues and Assets Spike in 2013 .. Growth to Continue in 2014 | April 23, 2014 |
| TrustUpdates--Dean Miller, "Father of Reg 9," Dies (1930–2013) | January 10, 2014 |
| TrustUpdates--Focus Is on Revenue Growth; Third Quarter Update | December 19, 2013 |
| TrustUpdates--More Trust Bankers Considering Specializing; Productivity Up | November 21, 2013 |
| TrustUpdates--Trust Revenues Growing, Assets Remain Flat in Second Quarter | September 18, 2013 |
| TrustUpdates--Strong Q1 Revenue Growth Even as Total Assets Decline | June 27, 2013 |
| TrustUpdates--Training Boosts Bank's Bottom Line; Banks Spending More! | June 26, 2013 |
| TrustUpdates--Top 50 Trust Institutions Holding Industry Back | May 29, 2013 |
| TrustUpdates--IRS Audit Focus Remains on Estate, Trust, and Gift Tax Returns | May 22, 2013 |
| TrustUpdates--Annual Report of Trust Assets | March 15, 2013 |
| TrustUpdates--Bank Trustee's Refusal to Sell Trust Assets Lands in Supreme Court | January 18, 2013 |
| TrustUpdates--Value Pricing in the Trust Industry | January 17, 2013 |
| TrustUpdates--Revenue Efficiency: P.I.E. Boost Bottom Line in 2012 | January 9, 2013 |
| TrustUpdates--Profit Margin Volatility and P.I.E. | December 17, 2012 |
| TrustUpdates--TRN Turns 20! | November 30, 2012 |
| TrustUpdates--Tale of Two Industries: Revenues Flat at Large Institutions, Up at Smaller Ones | September 21, 2012 |
| TrustUpdates--New DOL Fee Disclosure Websites | September 20, 2012 |
| TrustUpdates--HSBC Trust Operation Lacks KYC Documentation | July 18, 2012 |
| TrustUpdates--More Assets Required to Generate $1 of Revenue | July 12, 2012 |
| TrustUpdates--Court Reverses Stock-Drop Award Against HSBC | June 26, 2012 |
| EE 2011 Fiduciary Earnings Expenses Trust Company Trust Department Think Independent Trust Regulator | November 11, 2011 |
| TrustUpdates--IRS: Estate Portability Election, Timely Filing Required | October 3, 2011 |
| TrustUpdates--CORRECTION: Proprietary Mutual Funds Litigation: Ameriprise Sued | October 3, 2011 |
| TrustUpdates--Proprietary Mutual Funds Litigation: Ameriprise Sued | October 3, 2011 |
| TrustUpdates--Proprietary Mutual Funds Litigation: BofA Wins | October 3, 2011 |
| TrustUpdates--P.I.E. Index Up, New Revenue Benchmark Possible | September 28, 2011 |
| TrustUpdates--DOL Investment Advice Rule Re-Called | September 20, 2011 |
| TrustUpdates--DOL Allows Electronic Disclosure | September 14, 2011 |
| TrustUpdates--IRS Withdraws 2% Rule, Issues New Proposed Reg | September 8, 2011 |
| TrustUpdates--DOL Webcast 09/13, Fee Disclosures | September 8, 2011 |
| TrustUpdates--IRS Phone Forum, 9/12, Participant Pension-Plan Loans | September 7, 2011 |
| TrustUpdates--DOL Webcast 08/24, Voluntary Fiduciary Correction Program | August 23, 2011 |
| TrustUpdates--OTS Regs to Stay ... for Now | August 5, 2011 |
| TrustUpdates--Goodbye OTS! | July 21, 2011 |
| TrustUpdates--Fiduciary Assets Set New Record, Boosting Revenue | July 19, 2011 |
| TrustUpdates--DOL Extends Disclosure Date to April 2012 | July 14, 2011 |
| TrustUpdates--Top 10 Instituitions | June 8, 2011 |
| TrustUpdates--DOL Extends Fee Disclosure Dates | June 1, 2011 |
| TrustUpdates--Fiduciary Revenues Catching Up As Assets Set New Record | May 19, 2011 |
| TrustUpdates--OCC Preemption Roadmap | May 13, 2011 |
| TrustUpdates--Fiduciary Audits Equal Big Bucks for IRS | April 19, 2011 |
| TrustUpdates--The “F” Word Stirs Up Emotions | April 5, 2011 |
| TrustUpdates--Americans Want Traditional Pensions | March 9, 2011 |
| TrustUpdates--2011 Fiduciary Revenues to Set New Record | January 6, 2011 |
| TrustUpdates--Failure to Diversify Costs HSBC $25 Million | December 3, 2010 |
| TrustUpdates -- Extraordinary Is Defined By Plan, Not Market | November 18, 2010 |
| TrustUpdates--If Profits Are the Goal, Limit Product Lines | October 25, 2010 |
| TrustUpdates--Dynasty Trusts Destined to Self-Destruct | September 29, 2010 |
| TrustUpdates--Assets Flat in 2010, Revenues Grow -- Second Quarter | September 16, 2010 |
| TrustUpdates—Lifetime Income Options, Joint Hearing | September 13, 2010 |
| TrustUpdates -- Driven by Fees and Fears of Reprisal | July 13, 2010 |
| TrustUpdates--Financial Reform, Fiduciary Impact | May 24, 2010 |
| TrustUpdates--Assets Recover, Revenues Drop | May 20, 2010 |
| TrustUpdates -- Trustees at Risk for Employer Delays | January 14, 2010 |
| TrustUpdates -- Reg R: The Examiners Are Coming! | October 6, 2009 |
| TrustUpdates -- IRS Extends Deadline for Disclosing Offshore Accounts | September 21, 2009 |
| TrustUpdates -- Providing Summary Prospectus Meets Fiduciary Obligation, Says DOL | September 9, 2009 |
| TrustUpdates -- Banks Risk Losing Talent | September 3, 2009 |
| TrustUpdates -- IRS Gains Unprecedented Access to Swiss Accounts | August 20, 2009 |
| TrustUpdates -- FBAR Extension until June 2010 | August 10, 2009 |
| TrustUpdates--Inheritance and the Posthumously Conceived Child | July 16, 2009 |
| TrustUpdates -- States Can Enforce Laws against National Banks, says Supreme Court | July 6, 2009 |
| TrustUpdates--Consensus on Financial Reform Exists, But . . . | June 18, 2009 |
| TrustUpdates -- Fiduciary Revenues Set New Record | June 9, 2009 |
| TrustUpdates—DOL Postpones 401(k) Safe-Harbor Rule | May 21, 2009 |
| TrustUpdates -- Pension Calculation Can Be Discriminatory, In Part | May 18, 2009 |
| TrustUpdates-- Carlyle Group Settles | May 15, 2009 |
| TrustUpdates -- Fiduciary Revenue Strong, Despite Asset Drop | April 20, 2009 |
| TrustUpdates -- Court Approves Terminating Retirees Health Benefits | February 26, 2009 |
| TrustUpdates--UBS Pays $780 Million, Discloses Customer Info | February 19, 2009 |
| TrustUpdates--DOL Madoff Advisory | February 11, 2009 |
| TRN--DOL Delays Controversial Investment Advice Rule | February 5, 2009 |
| TRN--Fiduciaries Named in Madoff-Related Lawsuit | January 28, 2009 |
| TrustUpdates -- IRS Extends Fiduciary Fee Deductibility | December 16, 2008 |
| TrustUpdates -- Trust Institutions Report Asset Declines with Revenue Gains | December 10, 2008 |
| TrustUpdates -- UBS Executive Indicted in Offshore Tax-Shelter Probe | November 13, 2008 |
| TrustUpdates -- 75% of Banks Undercharge for Fiduciary Services | November 12, 2008 |
| TrustUpdates -- DOL Finalizes 3 Pension Rules | October 7, 2008 |
| TrustUpdates -- The Accidental Fiduciary | October 7, 2008 |
| TrustUpdates -- 70% of Trust Institutions Report Revenue Growth | September 24, 2008 |
| TrustUpdates -- DOL ERISA Webcast, Sept. 25 | September 22, 2008 |
| TrustUpdates -- Focus on Pension Fees | July 31, 2008 |
| TrustUpdates -- 25% of Institutions Raised Fees in 2007, More Will in 2008 | June 5, 2008 |
| TrustUpdates -- Plaintiffs Find SLUSA Loopholes | April 16, 2008 |
| TrustUpdates -- Chase Acquires Custodial Trust | April 4, 2008 |
| TrustUpdates--2007 Fiduciary Revenues Break Record | March 18, 2008 |
| TrustUpdates--IRS Targets Liechtenstein Trusts | February 27, 2008 |
| Plan Participants Can Sue to Recovery Individual Losses | February 21, 2008 |
| Supreme Court Rules Investment Fees Not Always Deductible | January 17, 2008 |
| Fifth Third Bank Mismanaged Pension Assets, Says DOL | January 11, 2008 |
| Fiduciary Revenues Growing Faster Than Assets | December 12, 2007 |
| DOL -- Disclosure Rules and MEWA Filing | December 11, 2007 |
| DOL Webcast on Pension Protection Act | November 27, 2007 |
| Bank Trust Depts Undercharging for Services | November 6, 2007 |
| Pension Plan Updates | October 15, 2007 |
| Neutering Conversion Class Actions | October 3, 2007 |
| Forget Mutual Funds, CIFs Are Hot! | September 21, 2007 |
| NYLife--Settlement in Proprietary Mutual Fund LawSuit | September 21, 2007 |
| Fiduciary Revenue Grows by Nearly $2 Billion | September 20, 2007 |
| SEC Adopts Bank-Friendly Broker-Dealer Rules | September 19, 2007 |
| Fiduciary Capital--More Focused, More Details | July 26, 2007 |
| Trusts and Money Laundering | July 17, 2007 |
| Preemption Landmines Ahead | June 20, 2007 |
| Repeal Soft-Dollar Law, and 12b-1 Fees, Says SEC Chairman | June 15, 2007 |
| Fiduciary Revenue Not Keeping Pace with Assets | May 25, 2007 |
| Qwest Pays $46.5 in Pension Settlement | February 1, 2007 |
| Supreme Court Rules on IBM Cash-Balance Plan | January 16, 2007 |
| Regulators Propose New Broker-Dealer Rules | December 19, 2006 |
| Revenue Sharing--More Disclosure Required | December 14, 2006 |
| Cash-Balance Plans--Ruling Favors Plaintiffs | November 16, 2006 |
| Citicorp Says Good-bye Cash Balance Plan, Hello 401k | November 8, 2006 |
| Bank Broker Rules--Congress Moves to Settle Dispute | October 19, 2006 |
| Conversion Lawsuits--Chase Makes Four | October 12, 2006 |
| DOL Proposed Reg on Auto Enrollment | October 3, 2006 |
| LaSalle Conversion Lawsuit Dismissed; Wachovia Sued | June 2, 2006 |
| Supreme Court Ruling Opens Door to More Federal Challenges | May 1, 2006 |
| 2005--The Year of the SEC | January 27, 2006 |
| BofA Hit with Another Conversion Class Action | January 5, 2006 |
| Deutsche Bank--Anti-Moneylaundering Deficiencies | October 14, 2005 |
| SEC Settlement a Wake Call for All Banks | October 7, 2005 |
| Fiduciaries Report Double-Digit Income Growth | October 5, 2005 |
| Additional Bank Regulatory Relief | September 29, 2005 |
| EBT Hardship Loans--REVISED | September 16, 2005 |
| EBT Hardship Distributions and Loans | September 16, 2005 |
| Regulators Hold BSA Compliance Webcast | August 8, 2005 |
| WorldCom Victim Trust | August 5, 2005 |
| War of the Regulators--OCC v. Spitzer | June 17, 2005 |
| TRN--Current Issue | May 4, 2005 |
| Revenue Sharing; Preemption--TRN Summary | April 8, 2005 |
| TRN Index--Current Issue | March 1, 2005 |
| New Conversion Class Actions | January 17, 2005 |
| Fiduciary Growth Cools in Third Quarter | December 29, 2004 |
| TRN Index--Nov./Dec. 2004 | December 17, 2004 |
| ERISA--When to Question Investment Directives | December 17, 2004 |
| SEC delays rule: GAO suggests total restructuring | November 9, 2004 |
| Strong Fiduciary Growth in 2nd Quarter | September 14, 2004 |
| Tax Update--Splitting Trusts | August 31, 2004 |
| Basel II and Fiduciary Capital | June 29, 2004 |
| TRN Index--June 2004 | June 25, 2004 |
| Cash Balance Plans--IRS Withdraws Proposal | June 15, 2004 |
| TRN Index--March 2004 | March 26, 2004 |
| BofA—-Final Settlement in Management Fee Overcharge Case | February 20, 2004 |
| TRN Index--Feb. 2004 | February 19, 2004 |
| Mutual Fund Abuses--ERISA Guidance | February 18, 2004 |
| FDIC—New Rules Expand Coverage for Trusts | January 13, 2004 |
| OCC Preemption Ruling Angers States | January 9, 2004 |
| New Conversion and Market-Timing Case | November 10, 2003 |
| Conversion Litigation--Settlement | October 14, 2003 |
| Hot Topics in Fiduciary Litigation | July 23, 2003 |
| Bank One Texas--Mutual Fund Case | June 18, 2003 |
| Trust Performance Data (#2) | June 2, 2003 |
| Enron--Participants, Not Company, to Pay Plan Expenses | March 24, 2003 |
| Federal Preemption--Court Rules on Massachusetts Challenge | February 18, 2003 |
| Retirement Savings--Bush Proposes Radical Reform | January 31, 2003 |
