
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.
Here we conclude with the fourth and final segment of the Top 100 Bank Advisors. You can see all the other rankings (1-75) in our corresponding slideshows.
Here we present the third segment of the Top 100 Bank Advisors. You can see the top 50, as well as those who ranked 76-100, in our corresponding slideshows.
Here is the second segment of the Top 100 Bank Advisors. Check out the top 25, as well as those who ranked 51-100, in separate slideshows.
A well-rounded approach wins the day with the annual advisor ranking. No one-trick ponies allowed, as multiple metrics count toward advisors' scores, including AUM, production, growth and fee business.
Which banks and credit unions are advisors moving to? Eight recently jumped to Union Bank, Wilmington Trust and other institutions from J.P. Morgan Chase, PNC Bank, Wells Fargo and City National Bank, among others.
Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.
Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.
Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.
The exec returned to Northern Trust as market leader of Sarasota and Manatee counties in Florida after a five-year stint with U.S. Trust.
One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.