Trust Examiner School eBook

Internal Use Only

Internal Use Only

Key Takeaways Earnings can be evaluated by comparing the audited and internal financials and reports available through regulatory filings. New product offerings, changes in staff, and the status of large accounts can significantly impact earnings and overall profitability. Growth trends, which are impacted by account activity, fee changes or waivers and market share, should be line with projected expectations. Principal sources of new trust business are derived from new accounts, referrals, new employees or divesting/acquiring product lines.