Margarida Correia

Cetera will provide the Chambersburg, Pa.-based community bank with investment, insurance and fee-based advisory services and support.

Business owners are often so busy with their work they put off personal financial planning and investment decision making.

More than one in three investors plan to increase their allocations to defensive assets, such as cash, gold and other precious metals, and real estate in the coming year.

The wealth manager is moving to a larger office space to accommodate growing business in Florida.

Although average Gen Xers say they want life insurance policies worth more than $700,000, they purchase only $260,000 in coverage.

In the first half of 2013, they generated $283.3 million in revenue, the most they’ve made in the first six months of any year since 2007.

The Tupelo, Miss.-based financial holding company selected Infinex Financial Group to manage its investment services program.

In 2012, they generated an average of $262,972 in revenue, beating advisors in similar-sized banks that partner with third-party broker-dealers.

The bank recently made a series of moves to woo the long-neglected mass-affluent customer.

To help investors cut through the clutter of ETFs on the market, Merrill Edge devised a list of 61 high-quality ETFs from which they can build their own portfolios.

Citi Private Bank nabs talent from J.P. Morgan and Abbot Downing to serve the super wealthy in key markets.

Lincoln joins about a dozen companies who either offer or have filed to offer an annuity product that is gaining traction in the market.

Alex Kramer joined the Private Client Reserve to lead a team of 10 advisors as managing director.

The firm promoted two executives to newly created regional posts based in Naples and Miami.

The bank’s new chief investment strategist is assessing the product platform and is looking to expand Webster’s investment offerings.

Don Quattrucci rejoined BNY Mellon from U.S. Trust, where he most recently served as managing director and market investment director for two years.

Brent Smith, a relative newcomer to Susquehanna, will run the program previously managed by two sales managers.

The Private Client Reserve hired a new wealth management advisor from UBS Private Wealth Management to support growing business in the Chicago market.

Deferred income annuities last year generated about $1 billion in sales and are expected to be the fastest growing annuity product.

Nitin Mhatre, executive vice president of Consumer Finance, will lead Webster’s Personal Bank, which includes Webster Investment Services.