Geneos Wealth Management Inc. raised its holdings in shares of National Fuel Gas (NYSE:NFG – Free Report) by 5.0% during the 4th quarter, according to the company in its most recent Form 13F filing ...

The megabank is simplifying the management structure of its private bank. Regional leaders will now report directly to Andy ...

Bank of America Corporation today announced the Board of Directors declared a regular quarterly cash dividend on ...

Dakota Wealth Management increased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.5% during the 4th quarter, ...

In the latest shakeup, four regional heads serving the firm's highest-wealth clients will report directly to Citigroup's ...

The global head of Citigroup’s private banking arm and one of its highest-ranking female executives is leaving in a potential ...

Liu, who will leave at the end of the month, has led the part of Citigroup that caters to its highest-wealth clients for almost four years and has had an 18-year career with the New York-based bank.

Ida Liu, the head of Citi’s private bank, will exit this month. Andy Sieg, who runs the bank’s wealth business, said on ...

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a ...

And it seems that 2025 will build on the upward trajectory with the latest research from Bank of America indicating that half ...

Three TSX leaders can help Canadians build long-term wealth and ensure lasting financial security.

The Motley Fool Stock Advisor Canada analyst team just identified what they believe are the Top Stocks for 2025 and Beyond ...