The Next Phase of Wealth Management Consolidation Is Here. How to Be a Winner.
The growth-at-any-cost strategy won’t work anymore. Successful firms will need to streamline their vendors, platforms, ...
Citi copy-paste error almost sent $6 billion to wealth account
Citigroup nearly transferred $6 billion to a customer by mistake due to a copy-paste error, shortly after another error of ...
Citi Bank copy-paste error nearly sends $6 billion to wealth account
The near-miss in Citigroup's wealth-management business magnified the intended amount by more than a thousand times and was ...
Citigroup nearly shifted $6 billion to wealth account, Bloomberg reports
Citigroup nearly transferred about $6 billion to a customer's account in its wealth-management business by accident, ...
Financial Planning7h
Using tech to help clients through divorce: Show Me Your Stack
Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce ...
Citigroup almost sent $6 billion to wealth account in copy-paste error, Bloomberg reports
The near-error occurred after a staffer handling the transfer copied and pasted the account number into a field for the dollar figure, the report added.
FTAdviser19h
Close Brothers becomes independent wealth management firm after Oaktree deal
Close Brothers Asset Management is set to be renamed in the wake of its sale to Oaktree. The Close Brothers Group confirmed ...
Citigroup almost shifted $6 billion to customer’s account after copy-paste error
The near-error occurred after a staffer handling the transfer copied and pasted the account number into a field for the dollar figure, which was detected on the next business day.
Dow tumbles 650 points as Trump confirms tariffs on Mexico and Canada will start Tuesday
US stocks slid Monday as investors braced for President Donald Trump’s proposed tariffs on Canada and Mexico to go into effect by the midnight deadline.