About Our Publications
Trust Updates is a free e-mail update service. Trust Updates initially was created to ensure that subscribers were kept aware of important events between issues. It has since expanded into a free e-mail update service available to both subscribers and nonsubscribers. Subscribers to Trust Updates receive summary information regarding trust industry performance, which is detailed in the publications below.
Note: A.M. Publishing will not be issuing TPR and FEE effective January 2026.
Past issues, including TPR 2025 and FEE 2025, will be available for purchase as of now.
We appreciate your patronage over the last 25 years.
Trust Performance Report (TPR) was the fiduciary industry's only comprehensive source of annual and semiannual asset and revenue updates, including relevant benchmarks and metrics. Data for the annual was obtained through direct surveying. The annual provided data on the Top 1000 institutions. The semiannual updates focused on the Top 400 data. Annual subscription rate was $1095.
Fiduciary Earnings & Expenses (FEE) was the fiduciary industry's only comprehensive source of gross revenue, net income, and expense data, including relevant metrics and benchmarks, such as productivity, profit margin, and assets needed to generate $1 of revenue. The report was an analysis of revenue, net income, and expenses of some 200 free-standing trust companies; these benchmarks, metrics and other data were then compared to bank trust divisions as well as to national trust companies. Available in September/October, the report's annual subscription rate was $895.