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Articles tagged "Citigroup"


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Walt Bettinger (on-screen at IMPACT): In the fourth quarter, we streamlined share classes and decreased operating expense ratios on our money market funds, enhancing the net yields available to our clients.

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

Citi's Bill Katz spoke out Thursday to quell rumors about Schwab buying LPL, but only with soft logic.

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

Anne E. Robinson could be a change agent as Vanguard looks to its future -- one that may involve a rebrand.

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

Todd Thomson: All the best products, the best thinking, the best money managers, used to be on Wall Street. Today, none of that is on Wall Street.

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

Fred St Laurent says that when Krawcheck is in charge, his job gets harder.

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

Suresh Kumar may be the quiet force behind his company's Citigroup win as he puts finishing touches on NetX360, Pershing's fee and transactional platform

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

Fred St Laurent: As a small business owner, how many mistakes can you afford to make?

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

Charles Goldman: Because this industry is filled with so many wonderful people, I truly believe that the best is yet to come.

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

Matthew Cooper: “These guys are hyper-sensitive to changes in the grid.”

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

Deborah McWhinney: We really don’t have enough teams to serve the market

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

Eric Thurber, Fred Molfino and Brett Sharkey: Have a niche with VCs on Sand Hill Road

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 at 7:54 PM

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