Citigroup

Advisor Upside

The AI Chatbots Are Coming for Wealth Management

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Citi and Savvy Wealth recently launched new tools, but the advisors who can best adapt to the evolving tech will be the ones who thrive.

2 min read

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Advisor Upside

Inside the Citi, Advyzon Partnership to Deliver Unified Managed Accounts to Clients

The collaboration reflects a broader trend of consolidating siloed investment processes into unified account frameworks.

2 min read
Photo via Vernon Yuen/ZUMA Press/Newscom

Banking

Rising Market Risk Drives Wealth Management Windfalls for Morgan Stanley, BofA

Revenue at Morgan Stanley’s wealth business grew 16% year-over-year to $8.5 billion, and net income rose 34% to $2.1 billion.

1 min read
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Banking

Citigroup Surges as Fraser’s Overhaul Yields 42% Profit Growth

CEO Jane Fraser, who took over in 2021, has won plaudits for executing a multi-year reordering of the bank’s sprawling global structure.

2 min read

Banking

Wall Street Predicts Record Trading Revenue amid Market Jitters

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The upbeat earnings reports Wall Street expects from the largest US banks are once again being overshadowed — this year, by the Iran War.

2 min read

Banking

Goldman Sachs Leaves Rivals Vying for Silver, Bronze Medals in Dealmaking Matchup

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The bank reported Tuesday that it made $2.6 billion in investment banking fees in the third quarter, a 42% year-over-year surge.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Hammad Khan via iStock and Chris Kleponis/ZUMAPRESS/Newscom

Blockchain

Stablecoins Are Here to Stay. Who Stands to Gain From Them?

Companies that have been waiting on the crypto sidelines are likely about to jump in the game following the passage of the GENIUS Act.

4 min read
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Finance

Markets Give a ‘Meh’ To Upbeat Wall Street Earnings

The consensus takeaway from the earnings season so far is that the economy is, in spite of everything, doing pretty good.

3 min read
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Banking

Inflation Data and Bank Earnings Kick Off a Crucial Test for Markets

The big US banks bested Q1 earnings expectations, and many observers expect big boosts to their Q2 trading desk revenues.

2 min read

Markets

Improving S&P 500 Outlook Signals Revival of TINA Trade

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The TINA trade has hit some snags in recent years, with bonds looking like a pretty swell alternative in an era of high interest rates.

2 min read

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