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JULY 15, 2021

INDUSTRY

How 11 Major Companies Are Unrolling Returns to Offices

Tom Martin

Many large financial firms and technology companies have provided detailed instructions on their new office routines.

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TECHNOLOGY

Citi Self Invest Opens New Avenues For Advisors

Samuel Steinberger

Citi is adding a no-fee, self-directed brokerage option to complement the robo it launched last year.

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Responsibility in Wealth

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HNWIs’ ESG investing needs and what they expect from their wealth manager.

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PEOPLE

UBS Nabs $2B Tampa Team from Bernstein

Asia Martin

A five-advisor team in Tampa, Fla. has jumped ship from Bernstein for UBS's Private Wealth Management division.

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ETFS

Time to Rethink Your Muni Bond Ladder Strategies

Brad Zigler

Equitizing maturing principal in municipal bond ETFs may boost yields.

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