Citi Copy-Paste Error Almost Sent $6B to Wealth Account
By Todd GillespieThe error occurred in the same month that the bank accidentally credited $81 trillion to a different client.
March 03, 2025
SEC Dangles $50K Incentive for Employees to Resign or RetireThe voluntary separation incentive, or voluntary early retirement program, has a March 21 deadline.
March 03, 2025
7 Factors to Consider When Choosing a Retirement CommunityPicking the right landing spot is one of the biggest decisions a client can make.
March 03, 2025
4 Pillars to Start Planning Your ExitIf 2025 is the year to switch firms, it’s time to determine how to ensure a smooth transition.
March 03, 2025
3 Ways Values-Based Conversations Can Enrich Client RelationshipsAligning investments with values is a compelling value proposition and often a differentiator for advisors.
March 03, 2025
10 Good Reasons to Switch FirmsAt some point in the recruiting process, you will need to articulate why you want to make a move.
March 03, 2025
Ex-Social Security Head Warns of 'System Collapse' as SSA Plans to Cut 7,000 JobsAn interruption of benefits is likely within the next 90 days, former Commissioner Martin O'Malley says.
March 03, 2025
Trump Bends Congress to His Will on Tax Cut AgendaHis tax plan, which needs just a simple majority in both chambers, could be enacted as early as May.