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The Continuous Improvement Mindset: RXO’s Jamie Harris
The veteran CFO is driving the trucking brokerage spinoff of XPO Logistics toward process efficiency, organic growth, and market share gains.
By
Vincent Ryan
| January 27, 2023
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Wealth management
M&A
Goldman Takes $750M Wealth-Management Step
The acquisition of United Capital advances Goldman's "long-term strategy to offer clients solutions across the wealth spectrum."
By
Matthew Heller
| May 20, 2019
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Payments
Citi Plans Push For Digital Deposits
“People are willing to switch to a bank that is able to provide this kind of mobile-first experience,” said a Citigroup executive.
By
William Sprouse
| July 9, 2018
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Risk & Compliance
Credit Suisse Fined $90M for Inflating Metric
The bank allegedly misrepresented it had attracted $7.6 billion in new wealth management business to meet performance targets.
By
Matthew Heller
| October 6, 2016
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Strategy
Canada’s CIBC to Buy Chicago’s PrivateBancorp
The $3.8 billion deal will significantly expand CIBC's reach in North America and build on its 2013 acquisition of Atlantic Trust.
By
Katie Kuehner-Hebert
| June 29, 2016
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M&A
Canadian Bank Goes Hollywood
Royal Bank of Canada inks deal to acquire Los Angeles-based City National, a $32-billion bank that serves many high-net-worth U.S. clients.
By
Katie Kuehner-Hebert
| January 22, 2015
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Workplace Issues
Employee Stole Data of 350,000 Clients: Morgan Stanley
Partial account information for up to 10% of the bank's wealth-management clients was stolen and some of the data was posted online.
By
Matthew Heller
| January 5, 2015
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