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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 8, 2007
Matt Koppenheffer
Citi Tries to Make Nice With Nikko Will Citi finally be able to do right in the Japanese market? The planned takeover of Nikko Cordial would be the largest acquisition by a foreign company in Japan. Investors, take note. mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 14, 2009
Morgan Housel
R.I.P., Citigroup Citi is preparing to unveil a complete overhaul of the supermarket bank structure it pushed over the past decade, shifting its focus to "wholesale banking for large corporate clients and retail banking for customers in selected markets around the world." mark for My Articles similar articles
The Motley Fool
August 24, 2009
Morgan Housel
Understanding Citigroup Citigroup's stock will be highly diluted when the preferred shares convert to common, and it has a lot of problems compared to other banks with similar market cap. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
January 26, 2009
Citi In The Sky A fair and balanced look at Citigroup's recent purchase of a $50 million corporate jet. mark for My Articles similar articles
Registered Rep.
January 16, 2009
Citi's Global Wealth Mgt Unit: Retail Clients Flee; Merrill Drags Down Everybody knows that Citigroup announced yesterday it was putting itself out of its misery. The failing bank had a whopping $8.29 billion fourth-quarter loss, capping off a horrific year. mark for My Articles similar articles
BusinessWeek
October 14, 2010
Bradley Keoun
Bank Profits Are Being Squeezed As Citigroup, Goldman Sachs, and other big banks invest, costs are outpacing revenue. mark for My Articles similar articles
BusinessWeek
June 10, 2009
Maria Bartiromo
Vikram Pandit of Citi: Man on a Tightrope Citigroup CEO Vikram Pandit discusses the pressure from Washington, repaying TARP money, and downsizing the behemoth Sandy Weill built. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
July 9, 2009
Churchill & French
Smith Barney Loses Top Executive, CFO Program To Be Rebranded After just 7 months on the job, Chris di Bonaventura, head of the Citi Family Office group, handed in his resignation. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 12, 2009
Morgan Housel
What's Next for Citigroup? What does the conversion to common stock from preferred stock mean for Citigroup? A few things -- some good, some bad, some potentially disastrous. mark for My Articles similar articles
BusinessWeek
January 9, 2006
Ian Rowley
A Battle For Japan's Boomers Private bankers find graying Japan wants better investment advice - and returns. mark for My Articles similar articles
Registered Rep.
January 22, 2007
John Churchill
Krawcheck Back, Thompson Bows Out at Citigroup Citigroup announced two key management changes today: Sallie Krawcheck, Citigroup's CFO, returns to her role as CEO of global wealth management, and Todd Thomson, who currently holds the position, is leaving the company. mark for My Articles similar articles
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. mark for My Articles similar articles
U.S. Banker
October 2009
Matthew de Paula
#10 Terri Dial It would seem almost impossible for Terri Dial to look bad as CEO of Citigroup s North American banking operations. mark for My Articles similar articles
The Motley Fool
July 14, 2009
Morgan Housel
Meet the New Citigroup It looks a lot like the old one. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
November 2009
James J. Green
B/D Briefing: Citi Brokers Switch to Fees Citi Personal Wealth Management announces that the brokers who operate in Citibank branches will change their compensation models immediately from commissions to fees. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
November 17, 2008
Orla O'Sullivan
Another Mass Layoff at Citi: 52,000 Jobs New York-based Citi revealed that it had lost $308 billion in assets in the twelve months since Sept. 2007. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
August 5, 2009
Maria Bruno-Britz
Citi Expands M-Banking to More Smartphone Devices The latest mobile banking release of Citi Mobile will accommodate customers with BlackBerry, Palm, and iPhone devices. mark for My Articles similar articles
The Motley Fool
July 17, 2009
Morgan Housel
The Great Bank Earnings That Really Weren't Quarterly profits, and the beauty of one-time gains. mark for My Articles similar articles
The Motley Fool
August 4, 2009
Matt Koppenheffer
Bank of America Submits Its Bid for Dumbest Move of the Week Bank of America hires former Citigroup CFO Sallie Krawcheck to take over the bank's global wealth and investment management operations. mark for My Articles similar articles
Registered Rep.
September 1, 2008
Vikram Pandit (CEO of Citigroup) A short conversation with the CEO of Citigroup. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Bank Systems & Technology
March 30, 2010
Penny Crosman
Treasury to Sell Citi Stake Government could potentially earn $7 billion on its crisis-driven investment in the bank. mark for My Articles similar articles
The Motley Fool
July 21, 2008
Morgan Housel
Strike Three for Citigroup Good news! Citigroup's results are much better than previous quarters. Not-so-good news: They're still utterly dreadful. mark for My Articles similar articles
Bank Systems & Technology
June 22, 2009
Maria Bruno-Britz
MasterCard Names Ajay Banga COO Citi's Banga will join the card giant later this summer and will be charged with growing customer relationships. mark for My Articles similar articles
Fast Company
Robert Safian
"I Knew I Would Get Fired": Sallie Krawcheck Krawcheck has had "the dubious distinction of having worked for seven financial services CEOs." Along the way, she had always resisted efforts to connect her professional achievements to her gender. mark for My Articles similar articles
BusinessWeek
February 14, 2005
Chester Dawson
Damage Control In Japan A scandal involving Citi's private bank has the giant scrambling to make repairs mark for My Articles similar articles