
Margarida Correia
Former associate editorMargarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.

Margarida Correia is a former associate editor of the Employee Benefits Group and of Bank Investment Consultant.
The Minneapolis company's addition of Karen Wimbish, a former Wells Fargo executive, to oversee wealth management products is one of several moves by U.S. Bancorp as it builds up its investment-advisory services.
BancPlus in Ridgeland, Miss., has hired two Morgan Stanley financial advisers to lead its new wealth-management unit.
Investment program managers say the trend is working out well for them.
WAXHAW, N.C. Advisors in credit unions are bringing in the dough.
WAXHAW, N.C. Credit union advisors are stretched too thin.
WAXHAW, N.C. Americans trust their credit unions but are less inclined to trust their credit union advisors. That's one of the key findings of a new study from Kehrer Saltzman & Associates.
WAXHAW, N.C. Americans trust their credit unions but are less inclined to trust their credit union advisors. That's one of the key findings of a recent study from Kehrer Saltzman & Associates.
U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, is reaping the benefits of a major makeover that began soon after William Benjamin joined the firm as its CEO almost five years ago.
Banks and credit unions averaged a mere 2,000 followers and tweeted an average of four times a day. More than one in five (21%) were characterized as "Twitter quitters" for abandoning their Twitter accounts.