Margarida Correia
Former associate editorMargarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
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The Buffalo-based institution generated $120 million in first-quarter revenue from trust services, up 8% year-over-year.
April 17 -
First-quarter revenue jumped 9% year-over-year even as the number of advisers fell by 10%.
April 13 -
The Houston-based institution will look to Raymond James to expand its investment offerings to clients throughout Texas and Oklahoma.
April 12 -
The rep was suspended for 15 months and fined $15,000 for engaging in the purported scheme and accepting a $50,000 cash gift from a customer, FINRA claimed.
April 11 -
Wealth management executives command large enterprises at many financial institutions and are getting paid handsomely for it.
April 11 -
The family claims that the holdings in their trusts were overly concentrated in the shares of the once prominent publicly listed company that that went bankrupt in 2015.
April 10 -
Karen Dixon will oversee private wealth management services in Texas.
April 7 -
Tom Scaturro will lead Key Private Bank market teams in Florida and the Hudson Valley/metro New York region.
April 6 -
The two were part of a three-person brokerage team that joined SunTrust Private Wealth Management in Atlanta.
April 5 -
