
Margarida Correia
Former associate editorMargarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
The bank generated $464 million in revenue from wealth management, up 3.3% year-over-year. Profits, however, were flat.
J.P. Morgan Private Bank and J.P. Morgan Securities generated $1.4 billion in revenue, down 2% year-over-year. The bank's mass-affluent offering, however, increased revenue and number of clients.
In a bid to attract more mass-affluent clients, the bank is calling on bankers and advisors to work in teams.
The rep was ejected for failing to cooperate with a FINRA investigation into allegations that she stole money from a retail bank customer.
Destitution can strike anyonerich, poor and in betweeneven if they have the basics of an estate plan in place.
The bank's wealth management group is gearing up for more business in Nevada now that it has the ability to deliver trust services in the state.
The two failed to cooperate with FINRA investigations into alleged misconduct, including allegations that one converted customer funds.
The San Francisco-based bank tapped an executive from BNP Paribasthe bank's French parent companyto lead the wealth management business in the U.S.
The 25 largest bank-owned broker dealers produced almost $22 billion in fixed and variable annuity sales last year, or 57% of the total sold by all banks and credit unions.
The nation's 11 largest TPM firms generated $1.9 billion in revenue in 2014, up 11% year-over-year. Find out which ones grew their revenue the most.