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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 14, 2026The Morning Brief →Sign in
bank

Citigroup

In network coverage since August 14, 2026 · 16+ stories
3Deals on our tracker
Deal recordFull tracker →
Oct 7, 26Deal announcedBank OZK · IQHQ — coverage
Oct 6, 26Deal closedMeridian Capital Group · Jemal Equities · $28M — coverage
Aug 17, 26Deal announced — coverage
Network coverage
RIA

Wealth revenue rises 12% to 15% at JPMorgan, Wells Fargo, Goldman, Citi

JPMorgan's asset and wealth management revenue grew 14% to $6.9 billion, with expenses rising at the same rate.
debt · Oct 8Citi analysts flag Bank OZK's six-week extension on $915M IQHQ loan
debt · Oct 7Bank OZK extends IQHQ's $915M construction loan six weeks; Citi calls it brief forbearance
debt · Oct 7Citigroup provides $28M CMBS loan to refinance Jemal's Arlington office after lease-up
Moves · Sep 29Citi hires JPMorgan's trusts and estates head Adam Clark to lead wealth planning
Features · Sep 23Morgan Stanley's credit fund rations exits as its advisors walk
portfolio · Sep 22Inflation tops family-office worries; use the Citi ranking as a hedge script
debt · Sep 14Data center CMBS is pricing the wrong risk
debt · Sep 11CREFC hands the top job to a new-issue CMBS desk head
the_wrap · Sep 11CREFC hands its agenda to a CMBS desk head
the_wrap · Sep 11CREFC hands the gavel to a CMBS desk head
The Close · Aug 25Bank M&A wave will redraw the advisor map
adoption · Aug 19Hong Kong's first regulated stablecoin is set to settle trade and insurance
custody · Aug 18Citi's Custody+ puts bitcoin on the bank's main institutional rail
direct_lending · Aug 18CIFC and Palmer Square price third CLOs of 2026 at 121 bp
RIA · Aug 14Citi hires JPMorgan veteran Adam Clark to lead wealth planning
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