Margarida Correia

The community bank will be looking to Raymond James to help it grow its investment services program, which currently has nearly $100 million in AUM.

Applying for Social Security benefits early doesn't necessarily mean that applicants will receive the benefits early, an advisor explains to 64-year-old widowed client.

While the final revenue figure will not be available until late April, data through the third quarter suggests that bank wealth management businesses may match 2014's record revenue.

The bank's new ultrahigh-net-worth "boutique" plans to fend off rivals by leveraging the global resources of its French parent, BNP Paribas.

An advisor encourages her client to take advantage of ex-spousal benefits even though the client didn’t want anything to do with her ex.

The lawsuit stems from the conflicting demands placed on advisors who are expected to cross-sell banking products.

The Tupelo, Miss.-based regional bank generated $5.4 million in fourth-quarter revenue from its wealth management operations, down 9.3% year-over-over.

Fourth-quarter revenue from trust and investment services fell 6% to $79 million from $84 million a year ago. Revenue from the retail brokerage business also slipped, falling 3% to $71 million.

The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.

The decline was due to the fiduciary trust businesses moving to a more open architecture platform and a drop in AUM in proprietary mutual funds.