In|Vest West 2018 Direct

In a court petition, Citi cites numerous messages showing former global head of platform and experiences Julia Carreon allegedly praising Sieg for his work overhauling the firm's wealth management division.

Daniel Zahavi is CEO of Arito. He is a second-time founder and product builder with a PhD in information theory and deep expertise in data modeling and solving complex data problems. He previously founded a company focused on data infrastructure and analytics, which was successfully exited; its technology is now deployed widely across the United States. Today, he focuses on building AI-powered products and improving AI efficiency, translating cutting-edge models into reliable, scalable systems that automate workflows and deliver real business outcomes, drawing on years of hands-on experience defining, shipping and iterating products end-to-end.

Brian Aagaard, Founder of Cooperhawk Business Brokers, is a seasoned professional with decades of experience across both corporate and privately held companies. After a long and successful career in the corporate and private sector world and having spent the last 10 years with one of Minnesota's leading business brokerages, Brian launched Cooperhawk to bring a personal, relationship-driven approach to business brokerage — one that prioritizes integrity, transparency, and the success of Main Street business owners. While its foundation is rooted in Main Street businesses, Cooperhawk also has the expertise to guide more complex transactions, reflecting a forward-looking vision for sustainable growth in the evolving business marketplace.

Two teams and one advisor managing a combined $1.3 billion choose to set up shop at Wells Fargo's channel for independent advisors.

The new business intelligence service uses several key performance indicators to help advisors decide how to best manage their talent and resources.

An wealth management duo from Ohio chooses LPL's unit for direct employee advisors to found Moto Wealth Partners.

Genady Chybranov is at the helm of Sigma Software's dedicated Banking, Financial Services, and Insurance (BFSI) Centre of Excellence, where he leads a specialized team equipped with deep domain expertise in financial services. The Centre of Excellence excels in practically implementing complex technology transformation programs within the industry, ensuring our clients achieve their strategic objectives effectively. With over two decades of experience in technology-driven transformation, Genady has honed a particular focus on data and AI.

As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.

Missed IRA RMDs can cost clients thousands, Vanguard research shows. But financial advisors can help erase tax penalties and avoid future ones with a few key strategies.

Rather than investigate her claims against the head of the firm's wealth unit, the accuser claims that Citi's human resources turned its spotlight on her. Citi denies the claims.