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Wealth management

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."

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.

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.

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.

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.

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.

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