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All Margarida Correia's Stories
Banks Post Strong Growth in Indexed Annuity Sales
November 24, 2015
Banks now account for 18% of all indexed annuities sold, up from 6% in 2011, according to LIMRA.
Regions Forecasts Strong Growth in Wealth Management
November 20, 2015
The bank projects that fee income from its trust, insurance and brokerage operations will continue to grow in the range of 10% to 12% from 2016 to 2018.
Univest Looks to Boost Wealth Management Business
November 20, 2015
The smooth integration of RIA firm Girard Partners is likely to entice the Souderton, Pa.-based bank to buy other RIAs as it seeks to grow its wealth management business.
Wrongful Dismissal of Private Banker Costs J.P. Morgan Chase $350K
November 13, 2015
A FINRA arbitration panel found that she was wrongly accused of participating in client meetings where an advisor she worked with misrepresented investment products.
Wealth Management: Where Will the Largest Fee Pool Be in 2030?
November 12, 2015
Baby boomers will continue to be the nation's wealthiest generation for the next 15 years and remain the largest fee pool for banks and financial services firms, according to new report.
SunTrust Names New Senior Exec at UHNW Unit
November 11, 2015
The executive will serve wealthy families in the eastern Florida region, including Jupiter, Palm Beach and Miami, as the bank looks to expand GenSpring, its ultrahigh-net-worth business.
Citi Launches Wealth Institute for Top Advisors
November 9, 2015
The goal of the new Citi Wharton Global Wealth Institute is to train 300 to 400 advisors a year for the next three years, helping enhance their business acumen and leadership skills.
Former Wells Fargo Broker Faces Expulsion
November 4, 2015
FINRA moved to banish the broker for failing to cooperate with an investigation into allegations that he borrowed thousands of dollars from a 70-year-old customer without Wells Fargo's prior approval.
Investors Bank Taps New Broker-Dealer
November 3, 2015
The Short Hills, N.J., bank chose Invest Financial for its home office resources, scale and technology.
3 Banks Ramp Up Service Amid Discount Competition
October 28, 2015
U.S. Bank, Bank of the West and Bremer Bank have introduced new initiatives that assign the mass-affluent not just an advisor but a banker too – despite intense price competition from robos.
J.P. Morgan Loses CEO of Chase Wealth Management
October 27, 2015
In the wake of the exec's departure, the bank has implemented a new field structure that aims to bring the banking and investment services businesses together.
Former J.P. Morgan Rep Booted From Industry
October 23, 2015
The rep was expelled for failing to cooperate with a FINRA investigation into allegations that she misappropriated funds from a retail bank customer's account.
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Conferences & Events
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Women Advisors Forum
Oct 14, 2015
The Sri Conference 2015 To Focus On Rise of "Investing For Impact"
Nov 3-5, 2015
The Broadmoor Hotel in Colorado Springs, Colorado
Marketplace Lending + Investing
Nov 4-5, 2015
New York Hilton Midtown, New York, NY
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