More details emerge about Citigroup’s RIA referral program
Deborah McWhinney's personal-wealth group lines up a 'handful' of firms in N.Y., San Francisco
In a much-anticipated move, Citi Personal Wealth Management, the last vestige of retail brokerage at Citigroup Inc. following its spinoff of Smith Barney last June, aims to launch a referral program to outside registered investment advisers this summer.
Details about the program, which is being spe
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