Posts Tagged Spectrem Group
The trust industry is in flux, and SNL Financial is holding a one time special online seminar on June 29 to help bankers, wealth managers and other professionals adapt to the changing environment.
Three veterans of the trust business — Robert Testa of Cerulli Associates, Jon C. Walls JD of Principle Management Consulting, and Jerry Cooper, publisher of The Trust Advisor Blog.
They will explore challenges and opportunities facing both the industry and the broader economy:
Why are wealthy families pulling their money out of traditional bank trust departments and moving to independent trust companies?
What do today’s high-net-worth clients want from a fiduciary relationship, and how can established vendors and new players alike give it to them?
What are the best business models and jurisdictions for new and old trust companies alike?
This one-hour event is free to SNL Unlimited subscribers and counts as continuing education credit for both the CFA Institute and the National Association of State Boards of Accountancy.
For more details and timing, along with pricing information for non-subscribers, take a look at www.snlcenter.com/trust.