Margarida Correia

The Buffalo-based institution generated $127 million in second-quarter revenue from trust services, up 5% year-over-year.

FINRA claimed he intentionally structured 10 cash deposits totaling $50,000 in five personal bank accounts in amounts under the $10,000 currency transaction reporting threshold.

The bank's wealth management businesses earned $124 million on $600 million in revenue in the second quarter.

The former rep refused to comply with a FINRA investigation into allegations that he exercised influence over an elderly woman.

Second-quarter revenue climbed 9% year-over-year even as the number of advisers dropped by 6%.

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The rep impersonated an elderly customer in an attempt to move his retirement account from a rival institution, the regulator charged.

Which banks are advisers moving to? Six recently jumped to BNY Mellon, Union Bank, U.S. Bank and M&T Bank from myriad financial services firms. One made a lateral move within his bank.

The adviser refused to provide the regulator with the documents it needed to investigate allegations that he converted funds from a bank customer.

The bank derives 15% of its revenues from insurance but it has set a long-term target of getting that to 20%.