Margarida Correia

The Birmingham, Ala.-based bank posted $100 million in fourth-quarter revenue from its brokerage, trust and insurance services operations, up almost 10% year-over-year.

Fourth-quarter earnings from wealth management and securities services swelled 11% to $71 million from $64 million a year ago.

The virtual credit union was attracted to Cetera's "rep on demand" and other virtual advising services.

Global wealth management generated $5.8 billion in revenue in 2015, up 2% year-over-year.

The Scranton, Pa.-based bank will look to LPL to help grow its wealth management business, which the bank has identified as a core strategy for 2016 and beyond.

A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.

Family-owned Johnson Bank will boost its AUM to $8.5 billion after the acquisition of the Milwaukee-based RIA.

The acquisition of the RIA firm is expected to increase BOK's assets under management by about $340 million.

The Iowa locally owned bank moved to Raymond James after a 20-year run with another broker-dealer.

The former rep allegedly stole more than $26,000 from four bank customers by making unauthorized ATM withdrawals from their accounts.