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Richard Davis, asked during a conference about BB&T's $2.5 billion purchase of Susquehanna Bancshares, made it clear that his company has no interest in large, out-of-market acquisitions.

Nicholas Schorsch's expanded financial advisory business reported adjusted net third-quarter income of $35.5 million on Thursday, but revenue was driven by higher retail and investment management results.

Kelly King of BB&T is an M&A trailblazer, but he isn't doing so intentionally. In announcing plans to buy Susquehanna Bancshares, King said he believes more bankers are becoming more confident maneuvering the choppy regulatory environment.

The Chartered Advisor in Philanthropy certification is designed for individuals in a range of fields. Advisors say the designation has helped elevate their conversations with wealthy and philanthropically-minded clients.

John Leto, former regional wealth leader for the firm's metro New York region, will lead the sales and support functions of TD Wealth Private Client Group.

Clients report Social Security's employees being uninformed of the agency's rules, or worse, providing wrong information; Plus, the downside of target-date funds

While banks have spent tens of billions of dollars to settle investigations related to the sale of faulty mortgages, probes into everything from foreign-exchange trading to subprime automobile lending are forcing many of them to continue adding to their legal reserves.

FINRA arbitration panel sides with a former Commonwealth Financial Network client who claims he lost his retirement savings due to bad retirement planning advice.

Janus Capital Group saw more than $1 billion of estimated net deposits into two bond mutual funds in October after hiring star bond manager Bill Gross.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.