To escape the damaged reputation of his employer, one of Wells Fargo's top brokers decided to start his own advisory firm. Thanks to a chance introduction to a like-minded soul, it turns out he didn’t have to.
Like others, the head of Citi Private Bank Art Advisory and Finance is skeptical that Sotheby’s or the buyer didn’t anticipate the piece would self-destruct.
The fast-growing wealth manager just topped $3 billion in AUM after 1 year, started catering to high-net-worth families and hired a number of high-profile industry veterans.
The Wall Street bank’s wealth management division is improving services for plan sponsor employees and reminding them about the other services it offers.
