Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Big banks are bolstering their private-banking efforts amid growing competition from boutiques and some high-level defections. The latest being Citigroup hiring two advisors from U.S. Trust.
Millennials especially see the recent tax reform as beneficial, Benjamin F. Edwards added eight advisors and Fidelity invested in a bike-sharing startup.
Justin Tuck went from the NFL to Goldman Sachs, Complect adds Kevin Keefe to its advisory board and Mike Duffy leaves Merrill Lynch and finds Happiness Wealth Management with LPL.