Articles tagged "Citigroup"
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Citigroup downgrades Charles Schwab Corp. on fears that vise grip of lavish staff expense and slashed prices will overwhelm banking windfall
Vaunted analyst William Katz sees Schwab's expanding reliance on pushing cash to its bank to earn spread revenue as too risky to recommend a 'buy'
February 16, 2018 at 12:02 AM
Why the LPL-Schwab merger rumor making the rounds makes more sense the harder you look
The Boston- and San Francisco-based companies each lead independent channels and redundancies are scarce
November 18, 2016 at 1:15 AM
What Vanguard's hire of a sizzling Wall Streeter reveals about Bill McNabb's determination to avoid the whiff of stale passivity
Anne Robinson is the new chief counsel reporting to the CEO, but her Citi and AmEx branding expertise and her outsider status hint at the $3.4-billion asset manager's nod to rapid shifts toward market challenges
August 5, 2016 at 7:21 PM
In a Q&A, Todd Thomson explains why Wall Street's glitter faded beside Dynasty opportunity
The former Smith Barney chief is mentoring his young colleagues and raising capital from Wall Street veterans
March 24, 2011 at 2:51 PM
Sallie Krawcheck, A Recruiter’s Nightmare
Criticized and often at the center of a business storm, she has emerged as Wall Street's problem-solver -- and she's doing it again at Merrill Lynch
January 27, 2011 at 2:52 PM
Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say
December 16, 2010 at 1:55 PM
The hidden dangers of hiring a laid-off Merrill broker
Who you bring on board says volumes about your firm's brand
December 13, 2010 at 1:58 PM
Postscript to the story of Charles Goldman parting ways with Fidelity Investments
Many people are still coming to grips with the quick split of the attractive couple
February 11, 2010 at 6:36 AM
Citi advisors seek potential suitors after McWhinney's tectonic pay shift
Beacon Pointe is busy interviewing nervous Citi advisors
October 14, 2009 at 3:37 AM
Citigroup puts RIAs at the center of its strategy to retain banking clients
McWhinney's custody plan for RIAs may reunite her with Charles Goldman
October 6, 2009 at 5:49 AM
Citigroup share plunge triggers elite Smith Barney team to consider breakaway
Three Bridge Wealth Advisors go RIA route after competitor provides help
