Citi looks inward and to Merrill to fill wealth exec ranks
Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.
Source: financial-planning.com
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Citi hires Morgan Stanley exec to lead wealth-to-banking referrals
The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
Source: financial-planning.com
Merrill Boasts Potential "Record Year" For New Clients
Merrill's wealth division boasted about 33,500 net new client relationships year-to-date, according to Q3 earnings.
Source: wealthmanagement.com
Merrill Lynch's Q2 Client Acquisitions Benefited from Banking Crisis
Merrill Lynch Wealth co-heads Lindsay Hans and Eric Schimpf said Q2 was big for client acquisitions, partially because of money moves after bank collapses.
Source: wealthmanagement.com
Merrill names new private wealth head in wake of Sieg's exit
The moves come as Merrill seeks to integrate more with parent company Bank of America.
Source: financial-planning.com