Margarida Correia

In the first half of 2014, banks reeled in $71.2 billion in wealth management income, up 6.2% year-over-year.

Rising tax rates are one reason to rethink IRA accounts; plus Detroit's emergence from bankruptcy and a Social Security tip for people who remarry after 60.

Bank holding companies generated $3.07 billion in insurance brokerage fee income in the first half of 2014, down 8.9% year-over-year.

Female small business owners were more likely than men to view their financial advisors as important in managing, growing and protecting their assets.

Bank holding companies raked in $1.81 billion in annuity sales in the first half of 2014, up 11.5% year-over-year.

Its mass-affluent offering has attracted thousands of clients, 70% of which came from outside the bank.

In its latest organizational move, the firm hired a former Merrill Lynch banking executive to lead the growth of the wealth management business in Florida.

Older middle-class Americans in their 50s are more likely to lack confidence in their retirement preparedness, with almost half fearing they haven't saved enough.

Should insurers handle public-pension payouts?; the procrastination penalty for retirement savers; three steps retirement investors must take now to survive this market

The bank generated $90 million in third-quarter revenue from its brokerage, trust and insurance services operations, down 18.9% year-over-year.

FINRA's Enforcement Department alleges that the registered rep issued and distributed unauthorized ATM cards as part of a scheme to steal customer funds.

SunTrust's third-quarter revenue from trust and investment management plunged $40 million, or 30%, from a year ago. It fell 20% from the previous quarter.

The growing realization of the complexity of retirement planning creates opportunities for advisors, according to research firm Hearts & Wallets.

The bank's asset management group generated $411 million in third-quarter revenue, outpacing all other sources of fee income to the bank.

The two hires are part of the firm's campaign to increase its business development teams in key wealth markets.

James Katayanagi allegedly created fake ATM cards and used them to swipe more than $14,000 from eight bank customers.

Almost two in three credit unions with single pay plans reported difficulty in recruiting advisors. Those with multiple plans had significantly less trouble.

Advisor Jo Ellen Fisher, who allegedly stole nearly $1 million from a 95-year-old client, is barred from the industry and has been sued by her former employer.

The new program is designed to help advisors and sales assistants sharpen their sales and administrative skills.

Halé Behzadi will oversee the bank's offices in Beverly Hills, Los Angeles, Orange County, Palo Alto, Phoenix, San Francisco and Seattle.