Critics of CFA Institute CEO Mary Franklin say while she focused on issues like DEI, she has neglected more glaring problems ...

Mariner is acquiring two firms to add approximately $1.7 billion to its assets under advisement and boost its capabilities. The mega-RIA has picked up firms in Rochester, New York, and Scottsdale, ...

Elon Musk and his social media company X Corp. have reached a tentative agreement to settle a lawsuit filed by former Twitter ...

Sieg was hired in September 2023 by Fraser to assist with her turnaround strategy for Citigroup. Under Sieg, the wealth unit has successfully shifted its focus from a lending-oriented private bank to ...

Morningstar's analysis found that the WISH Act would have a positive impact on reducing the shortfall of funds retirees will ...

Citigroup hired elite law firm Paul Weiss to probe Sieg's behavior after the complaints surfaced. Sieg, considered one of the bank's most important executives, came to the bank two years ago to help ...