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The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
June 4
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The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.
June 3 -
Management changes expected to help in CEO Ermotti's wealth management ambitions in the U.S.
May 30 -
Firms' aggressive pursuit of repayment of recruiting loans is likely a reflection of how massive some recruiting deals have become in recent years.
May 28 -
As incoming president of Raymond James & Associates, Tom Walrond will seek to build on his firm's reputation for stability and advisor choice.
May 23 -
The partners at Pilot Financial have been through only one acquisition in their firm's history — the recent sale of Lincoln Financial's wealth groups to Osaic — and they're not eager to repeat the experience.
May 22 -
The giant custodian, retail brokerage and asset management firm has completed the industry's largest ever conversion with TD Ameritrade. What's next after a key executive's departure?
May 21 -
UBS reportedly planning to appoint investment bank chief Rob Karofsky to lead its U.S. business, where he'd focus on expanding into the U.S. wealth market.
May 16 -
The mammoth coup far outpaces other recruiting deals of recent memory.
May 10 -
Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.
May 3
