A. M. Publishing recently released its 2017 Trust Performance Report.  The Trust Performance Report is based on an annual survey of financial institutions which offer trust administration services.

The aggregate data in the 2017 Trust Performance Report and its sister publication, Fiduciary Earnings and Expenses, reveals, in general, two conclusions: (1) the market rewards those

A. M. Publishing recently released its quarterly Trust Performance Report, which tracks the trust industry’s asset and revenue data. The following are a few highlights:

  • Asset growth rates are improving.
  • Revenue growth rates are also improving although revenue growth rates lag asset growth.
  • According to the 2016 Fiduciary Earnings and Expenses report, investment in

Around The Water Cooler this morning, we’re diving into more statistics.  The IRS recently released its 2015 Data Book.  The following statistics are related to 2015 estate and trust income taxes and 2015 estate taxes.  There are a few tea leaves to read in the statistics; particularly the respective audit rates.

Estate and Trust

No trust news today….just statistics.  A. M. Publishing recently released its annual Trust Performance Report, which tracks the trust industry’s asset and income data. The following are a few highlights from the 2016 Report which reflects 2015 data:

  • 4 out of every 5 trust institutions reported asset declines.
  • 2 out of every 3 trust