News, Comment & Analysis results for CITI
Sophisticated Philanthropy Vital For Long-Term Wealth Transfer
The author of this article points out that philanthropy is undoubtedly becoming increasingly
The New Risk Asset – Why Compliance Belongs In Every Financial Plan
Compliance is now a risk factor in its own right that financial planners and investment businesses
Addepar Makes Senior Hires
Addepar, a New York-headquartered global technology and data platform for investment professionals,
Bitcoin Here To Stay Amid Stressed Fiat Currency System – Conference
A recent SALT conference in London debated the world of cryptocurrencies, digital assets,
Is Art A Viable Investment?
There's debate on whether art – a term covering a wide range of objects and concepts – counts
Schwab Advisor Services Takes "ProDirect" Program Up Another Gear
The US firm said it is developing the program at a time of continued "momentum" in the independent
Lincoln International Acquires Fellow Advisory House
The acquired firm, with offices in the US and Europe, serves wealth managers among its roster of
When Interest Rates Change – What This Means For Trusts
What are the implications for trusts when interest rates rise and fall? Different trust structures
Six Common Misconceptions About Changing Domicile
Moving to a new state within the US involves a number of complex requirements that must be clearly
Summary Of North American Wealth Management Senior Moves – August 2025
The latest appointments, moves and other personnel changes for the month of August.