Margarida Correia

The Tuscaloosa, Ala.-based credit union selected Cetera Financial Institutions to help it grow its investment services program, which has approximately $40 million in brokerage assets.

People have long been wary of buying long-term care insurance, thinking they wouldn’t live long enough to collect any benefits. But new products that address their worries and complaints may help them come around.

Many Americans spend down their savings thinking they'll never be among the “oldest old”—those 85 and up who need the most care. Here's a sample of their expenses.

The new exec will help the bank's wealth management business groups work together to bring in more business.

The Syracuse, N.Y.-based credit union chose CUSO from among five third-party broker-dealers for its technology, reporting capabilities and specialization in financial institutions.

Julz Burgess will provide strategic direction and focus on business development, client service and retention.

Julie Shafer joined the bank's Wealth Management Group as head of the planned Strategic Philanthropy and Purpose Investing offering.

The advisor, who worked at U.S. Bank, claimed that he was fired in retaliation for complaining about a co-worker who he felt made unsuitable investments for the advisor's 94-year-old client.