Margarida Correia

The new hires are part of the wealth manager's campaign to increase its sales force by 50% and add private and mortgage bankers in key wealth markets by the end of 2014.

In this newly created role, Philip Poole will lead research activity across the firm’s investment platform globally.

Rene Jones was also named one of two vice chairmen of M&T Bank.

The wealth manager is tapping the expansive commercial banking network of its new parent, M&T Bank, to connect with business owners and real estate developers.

A former top producer from Wells Fargo's private bank will manage client acquisition and relationship development activities across Webster’s four-state footprint.

Younger millennials carry half the debt of their older peers.

Most working-age people in the U.S. and worldwide who expect an inheritance think it will fund all or part of their retirement.

During the first three quarters of 2013, the programs generated $427.8 million in revenue, the most they’ve produced since 2007.

The firm hired five directors in Chicago, Seattle and Palm Beach Gardens as part of its campaign to boost its sales force and professional staff.

Benton Reichenau will be responsible for all product management for banking, wealth planning, and investment management and trust across U.S. Bank Wealth Management’s three business lines.

John Quello and his son, Nathan, joined First Dakota National Bank from UBS Financial Services, where they produced more than $1.6 million in annual fees and commissions.

“When they come to us for everything, we then truly are their lead advisor,” says Mike Ott, the new head of the unit.

The new hires are part of the wealth manager’s campaign to boost its sales force and add private and mortgage bankers and other professionals in key wealth markets by the end of 2014.

Half of U.S. households remain at risk of being unable to maintain their standard of living in retirement, despite the surge in stock market and housing prices.

The Private Client Reserve hired a former Mayo Clinic executive to join the healthcare solutions team as vice president and healthcare banking specialist in Minneapolis.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

Dan Driscoll will oversee six advisors and will work closely with M&T Bank regional presidents in their respective markets.

To jumpstart family discussions, family members should set common goals, such as saving for a relative’s college education.

The firm appointed a former executive of Capital One Bank to a new position leading the firm’s private and escrow bankers and coordinating the activities of mortgage banking officers in the field.

During the first half of the year, bank insurance brokerage units generated $3.37 billion in fee income, down 13.2% from $3.89 billion a year earlier.