The regional giant reported $2.2 trillion in client assets last year, despite seeing its net new flows decline.

Citi wealth head Andy Sieg told employees that net new investment assets — which surged last year — are the division's "North ...

The number of financial advisors at America's biggest bank dropped slightly from last quarter but was still up from last year ...

Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.

The BNY company unveiled an expanded custodial agreement with a large wealth management client in the fourth quarter, as asset values boosted its results.

Wells Fargo and other large wealth managers have been under scrutiny from plaintiffs' lawyers and regulators for the returns they pay on uninvested cash. It hardly mattered for Wells' bottom line last ...