Margarida Correia

The three were expelled for stealing from their employer in different ways, including kiting checks and claiming to make ATM withdrawals they never really made.

Webster Private Bank hires regional executive to expand the private banking team in the Boston area.

TPMs have made technology a key priority as they look to help banks and credit unions—and their advisors—connect with clients who rarely visit local branches.

The TPM has hired two executives to oversee the recruitment of new banks and credit unions to its platform.

The San Diego-based credit union picked CUSO as its third-party broker dealer after a nine-year hiatus with a rival TPM firm.

John Lang and Michael Taylor of Morgan Stanley left their firm to launch a new ultrahigh-net-worth wealth management unit at BankPlus.

TPM execs are eager to land business from banks and credit unions that still own their broker-dealer. Though few remain, the revenue potential for TPM firms is huge.

Alejandro Ariel Torres allegedly cheated a customer out of nearly $60,000 in a start-up scheme that purportedly made the client a 50/50 partner. Torres was ordered to make the customer whole.

Kirsten Flynn Hawkins stole roughly $500,000 from a longtime customer over 33 months, starting shortly after he suffered a debilitating stroke in July 2011.

Nearly all the top bank insurance programs in the nation established a profiling process to gather data on their customers' life insurance needs, according to an industry study.

Rose Cohen will join Citi in August as managing director and ultrahigh-net-worth team lead in Washington, D.C.

Tim Killgoar, Raymond James' former director of client experience, will focus on strategic initiatives for the banks and credit unions the division serves.

The former leader of BISA's research arm and an ex-Comerica Bank wealth executive aim to help banks and credit unions compete more aggressively with wirehouses and independent firms.

The acquisition will give Infinex increased scale as third-party broker-dealers struggle to offset rising regulatory and tech costs.

Advisors at banks and credit unions are younger and more of them are women than those at wirehouses and independent firms, giving them an edge in attracting women and millennials.

Bryan Carnahan, a former advisor at Huntington Bank, allegedly stole nearly $170,000 from a customer's brokerage account to cover investment losses in other customers' accounts.

Richard Ohrn, a former broker with Chase and Wells Fargo in Boca Raton, Fla., was banned last week, 12 days after staging his disappearance at sea.

The firm has named Rebecca Gumley director of new business development with the firm's financial institution recruiting team.

David Paul Santos, a broker with Pioneer Bank in Troy, N.Y., was tricked by a hacker into wiring funds he shouldn't have—and ended up paying the price.

Bank wealth management businesses reeled in a record $143.2 billion in revenue in 2014, the most they've ever produced since tracking of the data started in 2007. Here are the top 12 banks whose programs achieved the greatest revenue growth.