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Daniel Wani will command a team of 18 wealth management professionals providing a range of services to wealth clients in both states.
July 24
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Second-quarter revenue from brokerage services fell 3% year-over-year while assets under management jumped 26% to $14.8 billion.
July 21
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The Buffalo-based institution generated $127 million in second-quarter revenue from trust services, up 5% year-over-year.
July 20
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FINRA claimed he intentionally structured 10 cash deposits totaling $50,000 in five personal bank accounts in amounts under the $10,000 currency transaction reporting threshold.
July 19 -
The bank's wealth management businesses earned $124 million on $600 million in revenue in the second quarter.
July 19
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The former rep refused to comply with a FINRA investigation into allegations that he exercised influence over an elderly woman.
July 17
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Second-quarter revenue climbed 9% year-over-year even as the number of advisers dropped by 6%.
July 14
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The deciding factor might be ruthlessness.
July 12
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Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.
July 12
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The rep impersonated an elderly customer in an attempt to move his retirement account from a rival institution, the regulator charged.
July 11
