In April, Citi introduced Citi Sky, an always-on, AI-powered extension of the Citi Wealth platform developed in partnership with Google Cloud and Google DeepMind. The launch signals a meaningful evolution in wealth management, accelerating the industry’s transition from transactional digital engagement toward an intelligence-driven, conversational advisory model designed to deepen client relationships and enhance advisor effectiveness.
Rising Treasury yields are once again commanding investor attention, creating a more complicated backdrop for advisors navigating portfolio positioning, client expectations, and equity market…
The Securities and Exchange Commission is advancing a sweeping effort to modernize the U.S. public markets framework, with SEC Chair Paul Atkins positioning the initiative as a way to reignite the…
New York City Mayor Zohran Mamdani is intensifying outreach to the financial sector, meeting this week with two of Wall Street’s most influential executives: JPMorgan Chase CEO Jamie Dimon and…
As clients continue shifting more of their financial and personal lives online, the definition of “property” has evolved far beyond traditional bank and brokerage accounts. Today’s estates…
