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Bank Systems & Technology March 7, 2005 Wendy Toth	MetLife Acquires Citigroup Businesses MetLife announced last month an agreement for the purchase of Travelers Life and Annuity Co. and Citi International Holdings from Citigroup for $11.5 billion, subject to closing adjustments, as well as a 10-year distribution agreement.
Insurance & Technology March 18, 2005 Wendy Toth	Growing Through Distribution MetLife, which agreed to purchase Citigroup's (New York; fourth quarter 2004 net income of $5.32 billion) Travelers Life and Annuity Co. and Citi International Holdings for $11.5 billion, will leverage previous technology investments as part of a 10-year distribution agreement resulting from the deal.
Registered Rep. April 18, 2007 Halah Touryalai	Chuck Prince: Smith Barney Goin' Nowhere Citigroup's CEO has been at the center of company news recently with his plans to cut costs including last week's announcement of about 17,000 job cuts. That cut may affect over 100 Smith Barney employees and about 30 advisors.
The Motley Fool February 10, 2006 Stephen D. Simpson	Assurances From MetLife More solid performance at the largest U.S. life-insurer. A better dividend would be nice, but that should come in time. Investors, take note.
The Motley Fool May 4, 2005 Nathan Slaughter	Snoopy Is Smiling MetLife posts stellar first-quarter results ahead of the Travelers merger. Investors, take note.
BusinessWeek June 6, 2005 Mara Der Hovanesian	Travelers May Be Heavy Baggage MetLife's pricey acquisition of Travelers Inc. could take time to pay off.
The Motley Fool February 10, 2005 Stephen D. Simpson	MetLife Lives the Good Life This huge insurer is taking surprisingly active steps to produce ongoing growth for shareholders.
BusinessWeek February 14, 2005 Mara Der Hovanesian	Citi: A Whole New Playbook Citigroup CEO Chuck Prince is moving away from Sandy Weill's empire-building strategy.
Registered Rep. November 5, 2007 John Churchill	Questions Surround Citigroup, Smith Barney Solid Citigroup's Charles Prince resigned Sunday night in the aftermath of Citi's horrendous third-quarter earnings report. Prince has been under fire from investors for a long time because the stock consistently lagged behind its peers.
Bank Systems & Technology February 22, 2007 Katherine Burger	What Are the IT and Distribution Implications of Citigroup's Rebranding Initiative? As Citigroup sells its red umbrella logo back to St. Paul Travelers as part of chairman and CEO Charles Prince's rebranding initiative, what are the IT, channel and distribution implications?
The Motley Fool October 28, 2005 Stephen D. Simpson	Can MetLife Bring the Good Life? The Travelers acquisition looks to be a winner, but how much is left in the stock?
Registered Rep. April 18, 2012 Diana Britton	Tiburon's Roame: Less of a Breakaway Trend, More of a `Broken-Away' Trend Whether you agree with him or not, Chip Roame, managing principal of Tiburon Strategic Advisors, is not afraid to tell you exactly how he sees it when it comes to the financial services industry.
Registered Rep. April 16, 2010 Jerry Gleeson	Low Cost Index Securities, Hedge Funds Poised For Boom There are big changes ahead in investment products and channels, predicts Tiburon Strategic Advisors.
Registered Rep. December 1, 2005 Halah Touryalai	Smith Barney: New Focus On the Horizon While most Smith Barney advisor respondents were generally unimpressed by the acquisition of Legg advisors, it'll be interesting to see if Smith Barney's jettisoning of its asset management group -- and resulting new focus on retail distribution -- will rejuvenate the firm.
Registered Rep. October 5, 2009 Kristen French	Citi Bank Brokerage Converts To All Fees Citigroup announced that it would convert its small North American bank brokerage business completely to a fee-on-assets-based fiduciary advice system, and would stop collecting commissions on stock and fund sales.
Registered Rep. May 29, 2007 Kevin Burke	Smith Barney's Krawcheck to Smooth Out Comp. Plan The brokerage giant's top executive is set to tweak the firm's compensation plan in an attempt to address financial advisors' repeated complaints over pay complexities and claims of unfairness.
Registered Rep. March 9, 2009 David A. Geracioti	Trust An Advisor? The fallout from Bernie Madoff's alleged fraud on the financial advisory business might not disappear for a long while.
Registered Rep. January 12, 2009 Halah Touryalai	Citi Grabs a Lifeline, Morgan Stages a Coup Despite a $45 billion capital injection from the government in 2008, Citi is in dire enough need of capital that it is planning to spin off its retail brokerage operation, Smith Barney, according to reports, in a joint venture with cross-town rival Morgan Stanley
The Motley Fool February 1, 2005 Nathan Slaughter	Citi Steps Back Nation's largest financial company sells insurance division to Met Life.
Registered Rep. January 1, 2006 Kristen French	What's in a Name? Financial advisor is the name most of the other wirehouses use for their registered reps these days. It reflects the industry's attempts to transform its reps from commission-based stock jockeys to fee-based relationship managers.
Registered Rep. May 13, 2008 Nancy N. DiCostanzo	Citi Plan Gets Whitney Smackdown Citigroup's turnaround plan gets a big thumbs down by an Oppenheimer analyst.
Registered Rep. March 3, 2008 Christina Mucciolo	Krawcheck Says Advisors Not Forced Into Wealth Silos: UPDATE Citigroup's reorganization of its private bank and Global Wealth Management division, announced Tuesday, will absolutely not force advisors into silos based on client wealth.
Registered Rep. March 1, 2007 John Churchill	Sallie's Back At first glance, this second coming of Sallie Krawcheck probably looks like a cakewalk compared to her first adventure in 2002. But, make no mistake: Smith Barney is not the awesome brokerage it appears to be on paper.
Registered Rep. May 7, 2007 Christina Mucciolo	Smith Barney Closes a Few Offices, Prepares to Consolidate Others The firm prepares to consolidate as part of a larger cost-cutting program in the works at parent Citigroup.
Registered Rep. September 10, 2003 David A. Gaffen	Existing Clients Want More Advice The good news for reps is that the world doesn't hate you. The bad news is that acquiring clients -- particularly affluent ones -- is getting a lot more tough.
Registered Rep. February 21, 2007 John Churchill	Smith Barney Comp Pleasant Surprise Judging from initial reports from reps, the written version of the new plan is an improvement from the prior version -- a plan many reps equated to a pay cut despite the firm's insistence that it was "revenue neutral."
Insurance & Technology February 1, 2006 Anthony O'Donnell	Beating the Clock How MetLife's executive vice-president and CIO Steve Sheinheit handled an estimated 3-year IT integration of Travelers Life and Annuity's systems in 11 months.
Registered Rep. January 9, 2009	Citi: What Sandy Built, Pandit Will Dismantle? The Wall Street Journal is reporting that Citigroup has put Smith Barney up for sale -- or a joint venture.
The Motley Fool December 21, 2006 Michael Leibert	Fool on the Street: Putting the Group in Citigroup Many investors believe that Citigroup is just too big to generate a superior rate of sustainable growth, and a growing chorus is calling for the separation of Citigroup's retail banking, investment banking, and brokerage operations.
Registered Rep. April 18, 2007 David Geracioti	Annual Goat Rodeos Citigroup, Smith Barney's parent, held an apparently long, long, long meeting in an effort to allow shareholders to speak their minds.
Registered Rep. April 17, 2009 Halah Touryalai	Smith Barney Losing Advisors, Client Assets But while Smith Barney is losing reps, it also appears to be recruiting heavily.
The Motley Fool January 13, 2009 Morgan Housel	The Future of Citigroup Two big events over the past few days have given investors new reasons to squirm.
Registered Rep. April 29, 2008	Citi Hedge Fund Blow Up Hurts Clients--And Sends Advisors Packing While Smith Barney tries its darnedest to hold on to the money of its wealthy clients, it's also having a hard time keeping some of its best brokers.
Registered Rep. May 30, 2003 David A. Gaffen	The New Smith Barney CEO Sallie Krawcheck was recruited to restore the credibility of Smith Barney and lead the business through its toughest slump in a generation. Krawcheck wants Smith Barney advisors to more than double their average annual production to $1 million.
Financial Advisor March 2004 Evan Simonoff	Editor's Note Virtually none of the several dozen advisors I spoke with was dissatisfied with the state of their business. At least if they were, they weren't saying so.
The Motley Fool January 17, 2007 Tom Taulli	Citi or Citigroup? It Really Doesn't Matter Citigroup is, yet again, rebranding itself. Investors just want to see a compelling rationale that -- whatever the company is called -- it can still make its business work.
Registered Rep. January 21, 2009	Dropping Client Assets And Jet Fleets Citigroup, which reported a whopping $8.29 billion fourth-quarter loss on Friday, should take a harder look at its balance sheet.
Financial Planning September 1, 2009 Donna Mitchell	Roame on RIAs Conversations about change in the registered investment advisory space are constant these days, thanks to volatile markets, new products and demographic shifts. What sort of future will these changes create for the industry?
The Motley Fool August 1, 2006 Stephen D. Simpson	Sure Improvement at MetLife Ongoing skepticism about the insurance company means the stock produces better returns.
Registered Rep. June 1, 2009 David Geracioti	Can You Say, "Morgan Stanley Smith Barney?" The Joint Venture Launches Today The deal merging Citi's brokerage (Smith Barney) with Morgan Stanley's Global Wealth Management Group is closed -- ahead of schedule.
BusinessWeek October 16, 2006 Mara Der Hovanesian	Citicorp: Cleaned Up But Falling Behind Investors are carping about Citicorp's slow recovery. Can Chuck Prince pick up the pace?
Registered Rep. April 17, 2012 Diana Britton	Live From Tiburon: Is a Self-Serve Revolution Upon Us? Chip Roame, managing principal of Tiburon Strategic Advisors, makes the bold prediction that the self-serve channel is booming.
Registered Rep. January 13, 2009 David Geracioti	Citi, Morgan Stanley Agree To Form Joint Venture; Reps Will Receive Retention Bonus--Gorman Says: "We're Not Stupid" The combined retail brokerage units will become the largest financial services firm in the world and be a "force to be reckoned with." The combined entity will have more than 20,000 Financial advisors and an estimated $1.7 trillion in client assets.
Registered Rep. October 3, 2008 Kristen French	Wachovia Hooks Up with Wells Fargo; Citi Says Wachovia In Breach Citigroup's deal with Wachovia gets ousted over the new deal with Wells Fargo. Wachovia shareholders and advisors are relieved.
Registered Rep. February 1, 2005	By the Numbers Top 10 Broker/Dealers, by Advisor Headcount: Merrill Lynch... Wachovia... Smith Barney... Morgan Stanley... etc.
Registered Rep. June 27, 2005 Kristen French	Citi/Legg Deal Strikes Blow at the Heart of Financial Supermarket Concept The recently announced asset swap between Citigroup and Legg Mason could be a sign that the financial supermarket of yore is on its way out, to wit: the separation of asset management and distribution.
Registered Rep. February 14, 2011 Jerry Gleeson	Citi's McWhinney Moves to Non-Advisor Unit Deborah McWhinney, president of personal banking and wealth management, will take over a newly-created position as head of global digital merchant acquiring.
Bank Systems & Technology February 22, 2007 Nancy Feig	The Technology Implications of Citigroup's Egg Deal Citigroup hints at keeping London-based Egg Banking's online platform following its purchase.
Registered Rep. October 11, 2010 Susan Konig	Advisor Movement Should Pick Up in 2011, Experts Predict Aggressive and lucrative recruitment packages essentially prompted anyone who wanted a big check to move last year, Diamond says.
Registered Rep. December 1, 2004 David A. Gaffen	Sallie Krawcheck Has Left the Building In a move that presages future Citigroup plans, Smith Barney CEO Sallie Krawcheck and Citigroup's CFO Todd Thomson have switched offices.