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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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 11 -
Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.
July 6 -
We took a fresh look at our most recent Top 100 Bank Advisors and re-ranked them based solely on their annual production figures. Here are the top 25.
June 25 -
The firm’s asset management arm, along with Franklin Templeton, supplied Remington with a $100 million loan to carry it out of the Chapter 11 process.
May 25 -
Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.
May 23 -
It's been a tough year for bank wealth management, but these bosses kept their advisors on track and boosted business along the way.
May 2 -
Here we present the program managers who topped the list in each metric used to determine the main Top 25 ranking.
May 2 -
Straight from the horses' mouths: the biggest management challenges and business objectives from the Top 25 Program Managers.
May 2 -
Given current market forces — the commoditization of advice being just one — you may be facing elimination if you continue business as usual. Here's a guide to getting on the right track.
May 2 -
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 -
Meet the best of the best in the bank channel. Read about how they approach their jobs, how they serve clients and how they made the list.
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