The financial industry veteran will be taking over a broad mandate, including developing investment strategies and overseeing multiple groups across Citi's wealth business.
The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.
The $1.8 billion "anti-woke" firm, enabled by a partnership with Vestmark, is giving investors a new means to achieve tax-optimized returns with a pro-shareholder approach.
The firm is making headway in the Florida wealth market with four wirehouse advisors who collectively oversaw nearly $2 billion at their former firms.
The Oracle of Omaha speaks out on the challenges of managing his fabulous fortune while dispensing sage advice on philanthropy and multigenerational planning.
The wealth tech provider's latest financing will go towards growing its agentic AI platform across wealth managers, family offices and other firms across the industry.
The broker-dealer behemoth extends its footprint further in Florida as it adds the former wirehouse group, including a father-son duo, to its employee advisor division.
The financial giant once known for its aggressive US acquisition strategy is now being snapped up by a Middle Eastern sovereign wealth manager.
The RIA giant's latest equity partnerships give it new footholds in North Carolina, Wisconsin and the Tri-State area.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
