The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.
Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.
SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.
Michelle Gruber and Alex Markowitz are co-founding Alteri Wealth, operating out of Westlake Village. The firm will custody with Schwab.
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making and the significance of organic growth in the financial advisory industry.
