Citi’s Andy Sieg Investigated by Outside Law Firm

Published on August 20, 2025

Colleagues accused Sieg of intimidating behavior, according to a report, and he continues in his role as head of Citi Wealth after the investigation concluded.

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Advisor Tech: Who’s in (& Winning) the AI Race?

August 20, 2025
In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences.

Orion to Open Innovation Lab in Wake of Workforce Restructuring

August 20, 2025
Orion CEO Natalie Wolfsen said the firm has completed a roughly 18-month focus on its “workforce strategy” that led to some layoffs, but is now focused on a plan of open systems and innovation that includes new offices in Utah and San Francisco.