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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.

Agentic AI will continue to automate financial planner workflows — and that's a good thing.

The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.

Many advisors haven't yet begun putting together an exit plan. Experts say there are common features and defined timelines that can help make it work.

Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.

Chuk Okpalugo is the founder of Stablecoin Blueprint, an independent research and education initiative. He also serves as editor of Money Code, a stablecoin-focused newsletter published by This Week in Fintech.

Sarah Biernbaum is the director of business development at Choice Mortgage Group

The inquiry into the now-defunct Credit Suisse's former dealigns with Nazis comes as UBS pushes to build its U.S. wealth business working with wealthy clients.

Venkat is a senior manager in the Tax Technology and Transformation practice of Ernst & Young LLP (EY US), where she helps to define the digital strategy for the US firm's indirect tax platform and wider innovation agenda. Drawing on deep experience in AI, data engineering and cloud architecture, she leads cross-functional teams that translate complex tax requirements into agile, client-ready solutions, keeping EY US at the vanguard of tax modernization. Venkat works with tax executives to build enterprise-scale data lakes and embed agentic automation for real-time insight, reinforcing trusted delivery to businesses worldwide. She holds an MS in Information Management from Syracuse University and a B.Tech in Information Technology from Anna University.