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The banking giant nonetheless saw strong growth in net new assets in the first quarter and a 14% jump in returns from asset management fees.

Citigroup reported lower first quarter earnings within its wealth unit compared to a year ago. But earnings overall have improved from the fourth quarter, when it took significant losses as it finishes a major organizational restructuring.

Only about a third of millennials have planned for what happens if they die or are incapacitated. Here's how financial advisors can help.

Carson Group has snagged two powerhouse leaders in tech and wealth management on the heels of former CEO Ron Carson's departure and the naming of Burt White to the top role.

An expungement lawyer contends firms have an incentive to tar the reputation of departing brokers in an attempt to retain assets under management.

The SEC, the Office of the Comptroller of the Currency and other Treasury Department offices arre all looking into the Wall Street giant's anti-money laundering measures.

Chase Petrey is the President of Applied Pay at Applied Systems. He has a diverse career in the enterprise software industry, bringing with him a unique set of fintech, Software as a Service (SaaS), and analytics skills. Chase also serves as President of the Salt Lake City Chapter at Silicon Slopes, a nonprofit organization that exists to empower Utah's tech community to learn, connect, and serve in order to make entrepreneurship open and accessible to all.

Christina Lee is a Researcher at ACTUAL, where she focuses on comprehensive policy and industry-related research. With a keen interest in energy and sustainability, Christina delves into topics ranging from renewables and green hydrogen to supply chain dynamics and electric vehicles (EVs). Her research involves synthesizing complex data and trends to provide actionable insights for decision-makers in both public and private sectors. Christina earned her BA in Urban Studies and Planning from the University of California, Berkeley, from the College of Environmental Design.