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Registered Rep.
April 1, 2008
Christina Mucciolo |
Citi Reorganizes For Smith Barney Citigroup announces plans to reorganize its private bank and Global Wealth Management division into four separate units according to client wealth.   |
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. |
Investment Advisor
October 2010
Savita Iyer-Ahrestani |
Jewels in the Crown As wealth mushrooms in India, the need for Western-style advice grows |
On Wall Street
August 1, 2013
Pat Olsen |
Life Stories: Jefferies Michael Brabant Discusses His Life Advisors have to take charge of their own destiny and roll with the punches. We've hit some severe market cycles, and you have to be resilient, keep your head down and keep on plugging. |
U.S. Banker
January 2008
Karen Krebsbach |
Citi - Top Wealth-Management Team U.S. Banker has chosen Citi Global Wealth Management as its top wealth-management team, due to the bank's double-digit organic growth, and the trust placed in the company by its affluent overseas investors. |
Registered Rep.
September 22, 2008
John Churchill |
Sallie Krawcheck Out at Smith Barney Sallie Krawcheck, CEO of Citi's global wealth management division, and once considered a potential successor to the CEO role, is leaving the firm. |
Bank Systems & Technology
August 4, 2009
Maria Bruno-Britz |
Bank of America's New Executive Roster Ken Lewis reshuffles BofA's management team, including the hiring of former Citi CFO Sally Krawcheck. |
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. |
Registered Rep.
April 6, 2009
John Churchill |
Citi Smith Barney Head, Michael Corbat, Now Head of "Bad Bank" Just over six months after he was named the new leader of Citi Global Wealth Management, Michael Corbat is bouncing to another post. Today, the firm named Corbat CEO of Citi Holdings. |
Registered Rep.
August 3, 2009
John Churchill |
When Kenny Met Sallie - Bank of America hires Krawcheck Sallie Krawcheck, one of the most powerful women on Wall Street, has ended her year-long absence from the wealth management industry with an auspicious return. |
On Wall Street
July 1, 2012
Lorie Konish |
Global Wealth Makes Its Move Private wealth fell 0.9% to $38 trillion in North America in 2011, yet rose 10.7% to $23.7 trillion in the Asia-Pacific region. Welcome to the new reality of a so-called "two-speed world." |
Registered Rep.
April 1, 2010
Halah Touryalai |
Citi's Covert Makeover It's a major shift in business for an entire unit to leap in the fee-only RIA world. |
Registered Rep.
June 22, 2011
Charles Paikert |
Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded. |
Registered Rep.
February 22, 2012
Charles Paikert |
The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis Tim Kochis saw early on a growing opportunity in serving first- or second-generation Asian-American consumers in the U.S. Many of these individuals have complicated ties to businesses and families in their home countries. |
The Motley Fool
September 18, 2009
Morgan Housel |
Citigroup Hates Its Profitable Assets With Smith Barney divested, shareholders may wonder where profits will come from. |
The Motley Fool
June 9, 2006
John Finneran |
IBM: "I" Stands for India IBM will invest $6 billion in India -- but why? |
Entrepreneur
March 2007
Laurel Delaney |
Currying Favor Here's how to win over India's consumers. |
Financial Planning
August 1, 2013
Charles Paikert |
What the Rich Need Now Three new reports suggest the wealth management industry still needs improvement - and hint at a slowdown after recent growth. |
The Motley Fool
July 23, 2008
Kristin Graham |
Is India's Miracle Over? It's been just 16 years since India opened its economic borders to the world -- and the country's transformation has been staggering. The country's amazing growth is just beginning. |
BusinessWeek
April 26, 2004
Kripalani & Hamm |
Merger Fever Breaks Out In Bangalore IBM's $150 million purchase of Daksh eServices, the third-largest Indian call center and back-office service provider, may trigger a wave of acquisitions. |
Registered Rep.
June 7, 2011
Charles Paikert |
Wealth Managers Wooing Gen Y Heirs with Conferences and Workshops The intense focus on offering educational programs to children of wealthy clients is being fueled by both a practical need to cultivate new customers and genuine demand, say industry executives. |
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. |
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. |
Bank Systems & Technology
January 23, 2008
Maria Bruno-Britz |
Jane Grebenc Named Head of KeyCorp Wealth Management In her new role, she will oversee the Key business groups that provide investment, banking, insurance, and trust services to affluent individuals and families. |
U.S. Banker
November 2004
John Engen |
Succession Planning: Is Sallie Krawcheck Ready For Citi's Big League? Everyone's got a theory about Sallie Krawcheck's rise to CFO of the world's largest bank. |
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 |
U.S. Banker
November 2009
Joseph Rosta |
India Needs More Banks India offers an expanding middle class and a seriously under-banked population. Western banks should be paying attention. |
Registered Rep.
April 18, 2012
Kristen French |
Due Diligence: Krawcheck Reincarnated as Gold Bug Sallie Krawcheck, aka "Mrs. Clean," is kicking off the next chapter of her career in the wealth management industry with a position on the advisory board of Gold Bullion International. |
Financial Planning
November 1, 2009
Menchaca & Schultz |
Citi Limits? Citi Personal Wealth Management's plan to build a fee-only investment advisory business, announced on Oct. 5, is a bold move into the RIA space. |
U.S. Banker
November 2001
John Hackett |
Wealth Management Forever Wealth managers remain optimistic despite the sharp drop in personal wealth as a result of the stock market's decline... |
Registered Rep.
July 5, 2012
Jerry Gleeson |
Trickle-Up Effect The ultra-rich are getting ultra-richer. Boston Consulting Group's latest Global Wealth report indicates that households with more than $100 million in wealth saw their holdings increase by 3.6 percent last year. |
BusinessWeek
September 3, 2007
Manjeet Kripalani |
A Red-Hot Big Blue In India From inking deals to hiring the best workers, IBM is leading its tech services rivals in India. |
CFO
June 1, 2004
Justin Wood |
The View from the East India's upstart IT-services firms face their own challenges from their giant rivals in the West. |
Bank Systems & Technology
March 20, 2009
Maria Bruno-Britz |
Citi's CFO Crittenden to Head Troubled Bank Unit Edward Kelly becomes the new CFO of Citi after the bank's Crittenden was named to lead its troubled Citi Holdings unit. |
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.
June 15, 2015
Ryan W. Neal |
Markets Push Rise In Wealth; New Money Is Scarce North America is still the largest and most developed wealth market in the world, with wealth growing 5.6 percent in 2014. |
On Wall Street
July 1, 2010
Lee Conrad |
Barclays Builds Its Beachhead In The U.S.-- But Can It Pick Up The Pace? There are lingering questions in some corners over whether Barclays Wealth can really make a go of it in the United States. |
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. |
InternetNews
September 9, 2009 |
EMC Opens Wallet to Expand R&D Efforts in India EMC plans to spend $1.5 billion over the next five years in Asia's third-largest economy. |
CFO
October 1, 2003
Abe De Ramos |
The China Syndrome U.S. companies are beginning to outsource technology research and development to India and China. Will a meltdown in tech jobs follow? |
Registered Rep.
October 22, 2009
Christina Mucciolo |
MSSB Plans to Double Size of U.S. Division For Ultra Wealthy Morgan Stanley Private Wealth Management will exclusively serve clients with a minimum of $20 million in assets. |
BusinessWeek
June 20, 2005
Manjeet Kripalani |
Private Equity Pours Into India A lucrative Warburg Pincus deal sends a signal to other firms: There's big money to be made in India. |
Registered Rep.
July 1, 2004
David A. Gaffen |
More Rich People to Serve According to the annual World Wealth Report, prepared by Merrill Lynch and Capgemini, the number of high-net-worth investors worldwide rose to 7.7 million, a 7.5 percent increase, or a net 500,000 people. |
IEEE Spectrum
September 2007
Seema Singh |
Indian Start-ups Lure Silicon Valley Cash Tech giants invest in Bollywood, e-government, and more. |
BusinessWeek
April 11, 2005
Josey Puliyenthuruthel |
How Google Searches -- For Talent At the India Code Jam -- Google's first in Asia -- 14,000 software writers had their eyes on the prize: $6900 cash prize and a job at one of the company's research and development centers. |
The Motley Fool
May 17, 2004
W.D. Crotty |
Eyeing India's Banks Today, India's banking stocks are the hardest hit on a miserable day on Wall Street. On a fundamental basis, today might also be a great time to take a look at what they have to offer. |
CFO
April 1, 2006
Tom Leander |
View from Asia India won't benefit fully from the amazing productivity of its companies unless it builds a better infrastructure for business. |
The Motley Fool
July 25, 2008
Morgan Housel |
Stock Rehab: Break Citigroup Up After a decade of trying to become a supermarket financial center with its hands in everything from investment banking in San Francisco to cash management in Sri Lanka, it's time for Citigroup to give up its journey and break itself apart. |
BusinessWeek
September 16, 2010 |
Hard Choices: Wipro's Azim Premji The chairman of the Indian IT conglomerate reflects on dropping out of Stanford, building his company, and completing his engineering degree |
Registered Rep.
September 1, 2008 |
Vikram Pandit (CEO of Citigroup) A short conversation with the CEO of Citigroup. |
