Practice

The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North Star."

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

The Pentagon agreed to create streamlined processes for those discharged under "Don't Ask, Don't Tell" to apply for new military records.

Cash flow, tax bracket and timing of distributions will determine whether pretax or post-tax treatment of retirement savings makes more sense.

A Tax Court ruling that limited partners in an investment manager must pay Uncle Sam could cause some restructuring across the industry, an expert said.

Leadership appointments and an influx of new crypto-friendly lawmakers suggest the 119th Congress could be the most fintech and crypto-friendly in years.

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset.

Regulators have handed down more than $3 billion in penalties over employees' alleged failures to record business-related messages sent on services like WhatsApp.

Regulators accused the online brokerage of failing to accurately report trades, comply with short selling rules and maintain proper books and records, among other things.