While it has caused massive upheaval for transaction-heavy advisors at Citi’s post-Smith Barney brokerage operation, program head Deborah McWhinney says the effort to move all of its advisors to a fee-only platform serving only wealthy clients is starting to bear fruit.
“I’ve been very pleased with the growth of our advisory assets,” says McWhinney, president of Citi Personal Banking and Wealth Management, in an exclusive interview with Bank Investment Consultant.
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