Citi Hands BlackRock $80 Billion of Assets in Wealth Deal

Published on September 4, 2025

The outsourced products will eventually be available to clients of Citigold, an investment platform for affluent clients.

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Federal Reserve Board announces termination of enforcement action with Société Générale S.A. and Société Générale New York Branch

September 4, 2025
Federal Reserve Board announces termination of enforcement action with Société Générale S.A. and Société Générale New York Branch

Zephyr's Adjusted for Risk: Redefining Retirement - Human-Centric Planning with Frank Legan

September 4, 2025
Ryan Nauman and Frank Legan, a financial advisor at SEIA, discuss the evolving landscape of retirement planning, emphasizing a human-centric approach that prioritizes clients’ personal values, goals, and well-being over purely numerical strategies.