Ida Liu became head of Citi's North American private bank in 2019 and then went on to beat her projections by 12% in 2020 despite the pandemic. That helped her get a promotion last year to global head, running 50 offices across the globe and overseeing more than $500 billion in client business.

From rising gas and toll prices to machete-wielding maniacs menacing Manhattanites, commuters into the nation's financial capital are frustrated.

Regulators are reportedly charging Morgan Stanley and four other firms a collective $1 billion over their employees' use of unauthorized messaging apps.

The case offers the latest confusing signal about an industry that forces discrimination cases into arbitration and fights them to the bitter end.

The ultrawealthy love niche investments, but not hedge funds.

A panel of FINRA arbitrators unanimously ordered the award against the megabank based on Erin Ann Daly’s claims of gender-based discrimination.

At FP’s INVEST conference, Julia Carreon and Aaron Klein explained how common misconceptions are clouding wealth managers’ visions for the future.

The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report.

Citigroup will let retail customers bet on stocks without paying fees as the bank tries to expand its wealth business in the face of fierce competition from Silicon Valley ventures, discount brokerages and big-banking peers.

Other banks, including Bank of America, Citigroup, JPMorgan Chase and Wells Fargo, have yet to resume giving to federal candidates or committees.