SYRACUSE, NY - Families facing the loss of a loved one often find themselves navigating unfamiliar legal territory ...

These cases clarify New York estate law: a son has standing to request an accounting from his sister acting as ...

Most people are completely unaware of the heavy personal legal and financial responsibility they accept when they agree to ...

Learn how charge and discharge statements provide a clear overview of income and expenses in estate accounting, ensuring fair fiduciary management and distributions.

Planning and Documentation: Maintain detailed inventories of digital assets, secure private keys, and include explicit trust provisions granting fiduciaries authority under RUFADAA. Fiduciary ...

The Department of Labor fiduciary rule is again on the ropes after the Fifth Circuit Court of Appeals dismissed the government’s appeal Friday. The appeal was a holdover from the Biden administration, ...

The Department of Labor has ended its defense of a 2024 fiduciary rule that would have brought retirement investment advice under fiduciary obligation. The U.S. 5th Circuit Court of Appeals granted ...

Private equity firm GTCR has bought Fiduciary Trust, a Boston-based wealth management firm and trust company. Fiduciary has around $34 billion in total assets, Chicago-based GTCR said. Financial terms ...

Wealth manager Fiduciary Trust International, a wholly owned subsidiary of Franklin Templeton, has announced Adam Spector as its new chief executive. Spector was previously head of global advisory ...

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 ...

GTCR has agreed to acquire Fiduciary Trust Company, a Boston-based private wealth manager and trust company. No financial terms were disclosed. Fiduciary serves ultra-high net worth individuals, ...

The transaction, announced Wednesday, is expected to close in the first quarter of 2026, pending regulatory approval. Fiduciary Trust Company, founded in 1885 and incorporated as a trust bank in 1928, ...