Struggling New York banking giant Citigroup Inc. today named Deborah Doyle McWhinney managing director and head of the bank’s newly created Citi Personal Wealth Management unit, which will include roughly 600 financial advisers already in place in retail bank branches throughout the country.
A prominent St. Louis wealth manager is suing a leading local law firm over a pre-nuptial agreement involving Jackson Pollock and Jasper Johns paintings, according to a report in the St. Louis Business Journal.
Seven years ago, children living in the isolated Honduran mountain village of Guyamitas were forced to eat grass and leaves to survive.
Armed with an accounting pedigree and a coveted client roster, Geller Family Office Services LLC is placing a big bet that it can transform itself into one of the industry's premier players.
James McDonald, president and chief executive of Rockefeller & Co. Inc., one of the country's largest multifamily offices, died on Sunday. He was 56.
Many U.S. taxpayers with unreported income from hidden offshore accounts have decided to participate in the government's tax amnesty program, which ends tomorrow, according to tax attorneys.
U.S. taxpayers with unreported income from hidden offshore accounts received a three-week reprieve today from the Internal Revenue Service, which pushed back the deadline for its tax amnesty program from Wednesday to Oct. 15.
The downturn of the past year has had a profound effect on how financial advisers are managing client behavior and expectations.
Financial advisers who have made outstanding charitable contributions to their communities were honored by more than 450 executives from 60 financial organizations at the third annual Community Leadership Awards last night at the Hilton New York.
The Virginia College Savings Plan, the nation's largest Section 529 plan with over $23 billion in assets, will offer a fixed-income investment option nationally on BB&T Corp.'s online platform, beginning later this year.
