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Citi’s Wealth Plan: An Impossible Dream?

Financial Planning
The tide of opinion is souring on Citigroup’s recently announced restructuring of its wealth management business.

Citi’s plan is to cleave its service delivery into two channels: An electronic self-service brokerage platform with call center support for the mass affluent; and a registered investment advisor style, fee-only platform for the wealthy.

It’s a plan that the strategy’s architect, Deborah McWhinney, head of personal wealth management at Citi, saw work wonders in her previous job as executive vice president of Schwab Institutional.

Kevin Travis, director of Novantas, a consulting firm in New York City, says,

For more information, contact Novantas Marketing

+1 (212) 901-2772


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