Citi snags AI leader from Morgan Stanley to help turn around its wealth tech
Citi's poor technology is well known on Wall Street, but wealth boss CEO Andy Seig hopes to gain ground with this new hire ...
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
Carnegie Private Wealth launched in 2023 with LPL Strategic Wealth and has been on an upward growth trajectory ever since. They leveraged LPL’s business strategists, marketing resources and a ...