Insights & News
Access key insights from our experts as well as our latest news.
2023 Q4 Market Outlook: The Pause that Refreshes?
In our 2023 Q4 Market Outlook, Fiduciary Trust Company's Chief Investment Officer, Hans F. Olsen, CFA, provides our perspective on the economy and markets as well as our outlook by asset class.
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Choosing the Best Charitable Giving Approach
Learn about the benefits of six different charitable giving approaches to help maximize the impact of charitable giving.
Donor-Advised Fund or Private Foundation?
Understand the relative advantages of donor-advised funds and private foundations when pursuing charitable giving.
2024 Key Planning Figures
This material highlights key IRS and other planning amounts for 2024 and is designed to be a reference tool for clients and advisors to inform this year’s planning.
Naming a Trust as IRA Beneficiary: Key Considerations
As the significance of IRAs has grown, it has become more common to name trusts as IRA beneficiaries. This article looks at key considerations for inherited IRAs and trusts.
Key Year-End Planning Considerations
The approach of year end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find some year-end planning tips to consider.
The 2024 Election Is Near: What This Means for Investors
With U.S. presidential campaigns well underway, many are wondering what impact the 2024 presidential and congressional election outcomes will have in the financial markets. Fiduciary's Head of Wealth Management Sid Queler examines how the markets have performed in previous election cycles and what implications that has for investors today.
Fiduciary Trust News
FTC Earns Two Private Asset Management Awards
Fiduciary Trust Company is honored to win two 2023 Private Asset Management Awards for Best Custodian and Best Fiduciary/Trustee Service.
FTC Receives Best Philanthropy Initiative/Offering Award
Fiduciary Trust Company is honored to have been recognized for Best Philanthropy Initiative or offering from the 2023 WealthBriefing Wealth for Good Awards.
Brassard Received Women in Wealth Banking Award
Thanda Fields Brassard, JD, Vice President and Trust Counsel, recently received the 2023 Women in Wealth Banking Award from Family Wealth Report.
Sidney Queler named as Head of Wealth Management
Fiduciary Trust Company is pleased to announce the hiring of Sidney Queler as Head of Wealth Management.