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Top Financial Planning News

Sexual Harassment · New YorkBy Jonathan Stempel NEW YORK, Jan 27 (Reuters) – Citigroup on Tuesday forcefully rejected accusations by a former managing director who sued the bank over alleged sexual harassment by wealth management chief Andy Sieg, saying she expressed “steadfast” support for him and that her case belongs in arbitration. The third-largest U.S. bank petitioned the federal court in Austin, Texas, to move Julia Carreon’s case behind closed doors, one day after…See the Story
Citigroup Sued by Former Executive Who Says It Mishandled Sexual ...
62% Center coverage: 8 sources

BusinessVanguard, the world's second-largest asset manager and a pioneer of low-cost funds, said on Monday it is cutting fees on 53 of its index-based mutual funds and exchange-traded funds, marking its second sweeping fee reduction in the past 12 months.See the Story
Vanguard Announces New Round of Sweeping Fund Fee Cuts
34% Center coverage: 3 sources

JPMorganArtificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan Chase & Co.’s private bank shows, though allocations lag and remain concentrated in public equities.See the Story
AI Leads Family Office Investment Themes, JPMorgan Says
100% Left coverage: 1 sources