Dan is a business journalist who previously worked for various local newspapers and industry publications. He also worked for two years in Beijing as an editor at China Daily. A graduate of the University of Missouri-Columbia, he has written about banking, local governments and the legal profession, among other subjects. He now covers how politics, policy and regulation affect the financial planning industry.
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Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.
June 12 -
The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.
June 4 -
The banking giant nonetheless saw strong growth in net new assets in the first quarter and a 14% jump in returns from asset management fees.
April 12 -
Barry Sommers comes in for high praise amid his firm's attempts to move beyond the banking scandals of its past.
March 1 -
A lawyer says the industry has been on notice at least since the "Boom Boom Room" scandal of the 1980s that hostile workplaces won't be tolerated.
February 28 -
The online brokerage sees its popular talking babies ads as a way to get tens of millions of viewers to think about how they might put their money to better use.
February 9 -
Greg Wilson of the Wall Street giant's Asset & Wealth Management unit wants to provide employees with tailored plans using a blend of technology and personal financial coaching.
January 22 -
Industry recruiters see the changes as intended to make client assets and advisory teams "stickier" and to retain executive talent.
January 19 -
The banking giant plans to put all asset managers through training in Python programming language, whether they 'like it or not.'
May 22 -
Employees of the collapsed bank are using LinkedIn, and old-school means, to find new jobs.
March 16
