Citi
Citi
Citigroup is a global financial services company doing business in more than 100 countries and jurisdictions. Citigroup's operations are organized into two primary segments: the global consumer banking segment and the institutional clients group.
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The RIA grabs an UHNW firm with trust services in a lucrative market while also targeting midsized firms.
April 18 -
Fearing the broker would leave, Citi distorted incidents he had with two colleagues in order to fire him and take his $200 million book of business, the broker’s lawyer says.
March 15 -
Asset managers already allocated $11 billion to developing new funds to comply with the requirement.
March 6 -
Strengthened legal language recently added to bonus agreements will be removed, according to people familiar with the matter.
February 23 -
The move could help the firm block former advisors from contacting clients.
February 22 -
The San Francisco-based firm is the third major U.S. bank in recent weeks to change its policies on pay transparency.
February 2 -
Frequent recruitment adds to the firm’s bench after stemming an outflow of talent late last year.
January 30 -
The bank, which has about 1,000 financial advisors and relationship managers in the U.S, will drop the agreement on January 8.
January 2 -
The firm displayed inaccurate ratings for more than 1,800 equity securities to its brokers, supervisors and retail customers, FINRA alleged.
December 28 -
The firm has been driving its expansion, pulling in talent from its competition.
December 28
