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Jane Fraser and other Citi execs point to the wealth unit's 9% bump in revenue and 24% increase in investment assets as signs that the firm's recent overhaul is working.
October 15
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Osaic launches professional development initiative after a six-month pilot period.
October 15
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A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
October 15
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The National Association of Tax Professionals criticized an ad promoting Intuit's TurboTax full-service option, saying it encouraged taxpayers to leave their professional preparers.
October 15
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Merrill and Bank of America Private Bank report starting 5,500 new client relationships in the third quarter, more than a third of which came through recent graduates of its training program.
October 15
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Industry leaders from JPMorgan, Salesforce, Microsoft, Integrated Partners, Cambridge and more share their insights on how they're thinking about and pursuing AI tools in wealth management.
October 15
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The firm's stock traders recorded their best quarter in more than three years, on track for their best year ever.
October 15
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Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
October 15
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Michelle Röse is co-founder and COO of
Breakaway Advising , She has served for over 15 years in high-level financial roles including CFO, controller and business manager across a variety of industries.October 15
