Fiduciary Trust Company, located in Boston, Massachusetts, is a provider of sophisticated wealth management, financial planning, and investment services, it was incorporated in 1928. Get access to the ...

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a ...

As is the case with a family member or friend, a private fiduciary acting alone carries some human risk, making it critical to name a successor trustee or co-trustee. An independent trust company ...

To make matters more confusing, "anyone can call themselves a fiduciary," says Blaine Aikin, executive chairman and fiduciary expert at Fi360, a fiduciary education and training company.

Cuva will be joined in Newark by business development director Dominique DuMochel who is also a senior wealth advisor for ...

He also co-founded and served as general counsel for Atlanta-based technology company Seven Software, which was acquired in 2024. "I am excited and honored to join Fiduciary Trust International ...

Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team "I am excited and honored to join Fiduciary Trust International’s Atlanta team," said Mr ...