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Top Financial Planning News

Miami Dolphins · West Palm BeachWells Fargo has announced it will move a significant portion of its wealth management division to West Palm Beach, aiming to better serve high and ultra-high-net-worth clients.See the Story
Wells Fargo to Move Wealth Management Headquarters to West Palm Beach
50% Right coverage: 10 sources

Sexual Harassment · New YorkBy Jonathan Stempel NEW YORK, Jan 27 (Reuters) – Citigroup on Tuesday forcefully rejected accusations by a former managing director who sued the bank over alleged sexual harassment by wealth management chief Andy Sieg, saying she expressed “steadfast” support for him and that her case belongs in arbitration. The third-largest U.S. bank petitioned the federal court in Austin, Texas, to move Julia Carreon’s case behind closed doors, one day after…See the Story
Citigroup Sued by Former Executive Who Says It Mishandled Sexual ...
62% Center coverage: 8 sources
