Articles tagged "Citigroup"


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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 — 7:21 PM UTC

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 — 2:51 PM UTC

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 — 2:52 PM UTC

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 — 1:55 PM UTC

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 — 1:58 PM UTC

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 — 6:36 AM UTC

Citi advisors seek potential suitors after McWhinney's tectonic pay shift

Beacon Pointe is busy interviewing nervous Citi advisors

October 14, 2009 — 3:37 AM UTC

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 — 5:49 AM UTC

Citigroup share plunge triggers elite Smith Barney team to consider breakaway

Three Bridge Wealth Advisors go RIA route after competitor provides help

August 27, 2009 — 7:54 PM UTC
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