Where an institutional customer has delegated decisionmaking authority to an agent, such as an investment adviser or a bank trust department, these factors shall be applied to the agent.

FORBES: Suitability Paperwork Undoes Westrock Branch Manager

Raynes' suit claims her father used her trust like a piggy bank, illegally borrowing millions to use as venture capital and shifting investment losses to the trust.

FORBES: Honey, I Shrunk The Trust

The New York Post reports that the 141-year-old investment bank is also surveying how much its existing clients trust the firm.

FORBES: Goldman Sachs Wants To Buy Your Trust

Wintrust Financial Corp. is a bank holding company that provides banking services, trust and investment services, commercial insurance premium financing, short-term accounts receivable financing, and certain administrative services.

FORBES: Add One More To The Bank Failure Pile

Before Yamaichi went bust in November, Merrill was talking to Sanwa Bank about jointly buying Yamaichi's languishing investment-trust business.

ECONOMIST: Japan��s ��big bang��

NewAlliance Bank provides commercial banking, retail banking, consumer financing, trust and investment services.

FORBES: Five Mini-TARP Banks

The bank also estimates that profit-oriented investors (including trust banks, investment trusts, individuals and foreign funds) now own a greater proportion of those shares than do cross-holding banks and business partners who frequently prop up bad managers.

ECONOMIST: Japanese shareholder activism

She spoke candidly about the economic crisis and how Bank Of America emerged from it as quite a different company, having absorbed mortgage lender Countrywide and investment bank Merrill Lynch, and implementing programs and initiatives to win back consumer trust.

FORBES: BoA's Anne Finucane: Adapting To Change Is Critical