Wealthspire Advisors, a New York City-based registered investment advisory firm owned by global insurance brokerage NFP, has launched Wealthspire Trust, a Tennessee-chartered trust company.

Trust solutions can be essential components of estate planning. Beyond figuring out how to manage client assets and draw up succession plans for them, RIAs must assist in implementing the estate or ...

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 ...

BOISE, Idaho--(BUSINESS WIRE)--Idaho Trust Company, a leading provider of trust and wealth management services in Idaho, is pleased to announce the closing of its acquisition of the Trust and Wealth ...

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 Naples Trust Company is a division of The Sanibel Captiva Trust Company, celebrating 25 years in business this season, and has recently rebranded all of its offices under one new name - Florida ...

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, ...