Margarida Correia

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.

The firm added two family wealth advisors in New York and Boston.

The well-heeled are worried because they know their children can’t handle the money they’re going to inherit—so you need to teach them how.

Want to work with more female clients? Don't make the mistake of assuming that they're all the same.

Banks and credit unions are rewarding their advisors with higher payouts for fee-based business, ranging from 40% to 50%.

The bank nabbed the assistant research director of GE Asset Management to lead the U.S. equity portfolio team.

The new directors will oversee business development in Pittsburgh; Westport, Conn.; and Dubai, United Arab Emirates.

“We’re not maniacally focused on how many advisors we have affiliated with the firm,” says Scott Curtis, president of Raymond James Financial Services.

In addition to an advisor shortage, bank programs will contend with the challenge of keeping up with technology and client expectations regarding communication practices.

The U.S. is in the midst of an economic revolution akin to the Industrial Revolution of the late 1700s and early 1800s, says Raymond James strategist.

Paul Cahill from Virtus Investment Partners notes that 10% returns were a reality for previous generations—but not anymore

Regions Insurance hired the owner and two associates of The Hanback Group, an independent insurance brokerage and human resources consulting firm, to lead the employee benefits practice in Nashville.

The firm added three advisors in the Palm Beach market, where business is growing.

The former central region president will now oversee the Private Client Reserve and its 1,300 financial professionals nationwide

Banks have aimed their efforts too broadly at the mass-affluent, a diffuse and broad swath of customers. Instead, they should pursue the “rising mass affluent,” a segment with the most potential for accumulating wealth, according to Booz & Company.

Almost three in four millionaires (73%) and almost as many mass-affluent investors (72%) reported being satisfied, up from 72% and 69%, respectively, last year.