Margarida Correia

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.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

The violations, which occurred from January 2009 through May 2017, affected approximately 95% of the firm's non-registered employees, according to FINRA.

The rep used an unauthorized ATM card he secretly created to swipe $120 from a customer's bank account, FINRA claimed.

High-yield or junk bonds, equities, and real estate investment trusts are excellent investment options for IRAs.

The bank lured two professionals who will work with high-net-worth clients with at least $3 million in investable assets.

The former United Planners' advisor conducted the sales without his firm's permission over nearly a decade, according to the regulator.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

The firm previously accused its former employee of using company stationery to continue to pass herself off as an Ameriprise advisor.

Employees aged 50 and above would no longer be able to make catch-up contributions on a pretax basis to their retirement plans under the Senate version of the GOP tax proposal.