Havens previously worked with Citi CEO Vikram Pandit at
Havens move is the latest in a number of changes that Pandit has made since taking over for Charles Prince in December.
Previous investment banking co-head Michael Klein will move to Citigroups Park Avenue headquarters, where he will be the chairman of Citigroups institutional client group.
By putting the right talent in the right places, we are enhancing Citis ability to meet the needs of our institutional clients, Pandit said.
The insurance products began 2024 in much the same way as 2022 and 2023: with record-breaking sales.
Are clients' savings working for them? How to best guide them on the pros and cons of Roth IRAs and other savings programs.
Financial advisors, tax professionals and their clients get another year to think through potential tax, distribution and trust strategies, according to experts.
The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
