Margarida Correia

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Higher hurdles advisors must clear to break into the advisory business are contributing to the aging of the workforce. Here are tips to help rookie advisors get into the field and thrive.

Industry veteran John Morris joins Bank of the West’s Wealth Management Group as head of its investment products offering for affluent and high-net-worth clients.

Millionaire as well as mass-affluent households in the U.S. are markedly more optimistic about the economy than they were just two months ago.

Raymond James Financial Services, Inc. has promoted Jamie Kosharek to southeast regional director for the Financial Institutions Division.

Fifth Third Securities hires regional investment manager for Northern Ohio and Western Pennsylvania.

New platform will offer perks like an automated money movement process, among other things, which is designed to enhance the client experience.

Commerce Bank promoted a portfolio manager in Kansas City to vice president and market executive for its trust operation’s central Missouri region.

Despite promising signs of a recovering market, a new survey finds that nearly six in 10 investors are waiting for conditions to improve before making investment decisions.

U.S. equity funds take a lashing, posting estimated outflows of $2.88 billion for the week ended March 14.

Chairman and CEO of Fulton Financial, R. Scott Smith Jr., will retire at the end of the year. E. Philip Wenger, president and COO, will succeed him, effective Jan. 1, 2013.

The prospects for the U.S. economy have brightened thanks to improvements in the labor and housing markets, says TD Economics.

Financial institutions can increase their program revenue by 76% by emulating best practices of top competitors: PrimeVest

The majority of advisors (53%) said they measure performance based on longer-term goals, while they feel clients are focused on the short term. Clients are also more pessimistic about the markets yet they feel their own portfolios will do relatively well.

Annuity sales top $231 billion in 2011, driven by robust sales of variable annuities.

Shoe leather isn’t always enough to build a book of business, particularly for young advisors starting out. Doug Leonzi, No. 22 on BIC’s Top 50 Bank Rep list, reflects on the importance of a senior advisor who crossed his path.

Investors are much savvier about retirement planning than commonly thought, at least when it comes to target-date funds, according to a research note from investment management company Vanguard.

Associated Banc-Corp announced yesterday that it hired Tim Henke as an associate financial consultant at its wholly owned broker-dealer Associated Investment Services.