The bank's alliance with the asset management behemoth will see Citi unveil a new customized portfolio offering for clients across nearly 100 countries.
The deal announced Thursday will see the firms offering target-date strategies, model portfolios, and other vehicles with a dose of private investment exposure.
Product innovation, a constructive economic backdrop, and greater awareness around guaranteed retirement income are driving annuities to potentially exceed $400 billion in sales by year-end.
Aspen Wealth's New England Private Wealth Advisors has also snapped up a $1.6 billion firm in New Hampshire.
Fidelity's latest quarterly retirement analysis data show sustained plan contributions, with account balances rebounding from a brief dip.
For eligible entrepreneurs, new provisions for qualified small business stock widen the potential for capital gains tax exclusions.
Americans paying the caregiving tax – including members of Gen X and Millennials – are sacrificing long-term security.
Wealth.com and Shaping Wealth have also tapped other industry heavyweights to beef up their own advisory boards.
New survey finds CFP holders are more generously compensated than their non-credentialed counterparts, while enjoying a sense of purpose and deeper relationships.
The veteran who built Merrill Lynch's retail business from the ground up will bring that experience to support growth across Stifel's advisory, asset management, and investment banking businesses.
