Margarida Correia

Margarida Correia

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Advisor encourages her client to take advantage of ex-spousal benefits even though the client didnít want anything to do with her ex.
Banks are likely to accelerate the shedding of their in-house mutual fund businesses in light of the proposed rule.
The lawsuit stems from the conflicting demands placed on advisors who are expected to cross-sell banking products.
The Tupelo, Miss.-based regional bank generated $5.4 million in fourth-quarter revenue from its wealth management operations, down 9.3% year-over-over.
Fourth-quarter revenue from trust and investment services fell 6% to $79 million from $84 million a year ago. Revenue from the retail brokerage business also slipped, falling 3% to $71 million.
The newly appointed executive will coordinate a cross-platform family office strategy to ensure that family offices can access Wells Fargo's products and services easily.
The decline was due to the fiduciary trust businesses moving to a more open architecture platform and a drop in AUM in proprietary mutual funds.
The Birmingham, Ala.-based bank posted $100 million in fourth-quarter revenue from its brokerage, trust and insurance services operations, up almost 10% year-over-year.
Fourth-quarter earnings from wealth management and securities services swelled 11% to $71 million from $64 million a year ago.
The virtual credit union was attracted to Cetera's "rep on demand" and other virtual advising services.
Global wealth management generated $5.8 billion in revenue in 2015, up 2% year-over-year.
The Scranton, Pa.-based bank will look to LPL to help grow its wealth management business, which the bank has identified as a core strategy for 2016 and beyond.
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