Citi Wealth Hires New CIO
WealthManagement.com
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
Kate Moore is Citi Wealth’s new chief investment officer, according to a letter from Head of Wealth Andy Sieg to Citi Wealth employees. She joins from BlackRock and will start in the new role in February.
According to Sieg, Moore will have “broad responsibilities” at the firm, including leading the development and delivery of independent investment strategies for clients and advisors and supervising the firm’s Chief Investment Office, Global Investment Committee and sustainable investing team.
Top Stories For This Week
ADVISOR SENTIMENT INDEX 📈
Confidence in the Economy, Stock Market Climbs Higher
In the weeks leading up to the Nov. 5 election that would sweep Donald Trump back into office, financial advisor sentiment around both the economy and the stock market rose, nearly matching year-to-date highs, according to Wealthmanagement.com’s monthly Advisor Sentiment Index.
Sentiment over the economy climbed seven points higher to 110, indicating a broadly positive view of the health of the job market, business activity and other economic drivers. (A reading of 100 equals a completely neutral view.) The level of positive sentiment on the economy, while still more muted than feelings around the equity market, has not been higher since March of this year.
Follow the New Trusts & Estates LinkedIn Page
Connect with us on LinkedIn!
We’re excited to announce the launch of the official Trusts & Estates (Part of WealthManagement.com) LinkedIn page!
As the leading information source for estate planners, financial planners, insurance professionals, and wealth advisors, Trusts & Estates delivers the insights you need to better serve high-net-worth individuals, families, institutions, and foundations.
UPCOMING WEBINAR
Three Themes for 2025: Energy Transition, Artificial Intelligence and Supply Chain Reshoring
Many investors remain overly tied to indices, leaving them underexposed to the true leaders driving transformative economic shifts, such as the energy transition, artificial intelligence, and supply chain reshoring. By staying nimble and responsive to new developments, active managers can unlock the highest potential returns within these rapidly emerging megatrends.
Join TCW portfolio managers Eli Horton and Evan Feagans for a CE webinar as they explore the significant investment opportunities in these themes and discuss why today’s macro landscape is creating an ideal stock picking market.
Thursday, December 12, 2024 | 1:00 PM ET
Don't forget to SUBSCRIBE to our Newsletters!
Are you getting our content?
Financial advisors and wealth professionals need timely market trend reports and analysis. That's why we created free newsletters like the Morning Memo, daily must-read top stories delivered directly to your inbox.
Sign up to receive the insights, trends, and analysis needed to stay in the loop on the developments in the financial services industry. Find the newsletter that's right for you by clicking on the link below.