Tag: WealthManagement
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The Incoming Trump Administration’s Impact on Wealth Management
As President Elect Donald Trump prepares to return to the White House following his re-election, the trust and wealth management industry is poised for significant changes. With the GOP now controlling both the Senate and the House, and a Supreme Court reshaped by Trump’s three appointments, his administration is likely to wield considerable influence… Read more
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Straight Arrow Solutions Partners with FiPar and HWA International to Transform Trust Management for Independent Trustees
Straight Arrow Solutions, headquartered in Atlanta, is proud to announce a dynamic partnership with FiPar Financial, Inc. and HWA International, Inc., designed to revolutionize the trust management landscape for individual trustees. The partnership enhances services for trustees managing ultra-high net worth and Family Office legacy wealth. Straight Arrow Solutions offers custom back-office trust operations solutions,… Read more
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Preparing for T+1 Settlement in the Securities Industry – More than Compliance
As the countdown to the Memorial Day weekend, marking the transition to T+1 settlement, draws closer, the impending change looms large over firms worldwide. Several months ago, I had the privilege of addressing the Texas Banker’s Association regarding this transition within the securities industry of settling trades on T+1, the day after the trade… Read more