Deutsche Bank

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  Morgan Stanley Grabs Merrill, UBS Reps; Raymond James Snags MSSB Team

  By Janet Levaux, AdvisorOne  |  May 16, 2012

  Meanwhile, Wells Fargo adds advisors from Edward Jones, Merrill Lynch and other firms, and Barclays recruits several advisors from Deutsche Bank and Merrill.

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  London’s ‘Whale’ Loses $2 Billion for JPMorgan

  By Marlene Y. Satter, AdvisorOne  |  May 11, 2012

  CEO Jamie Dimon said that the office suffered an “egregious” failure and that losses from volatile synthetic credit securities could mount by another $1 billion in this quarter or the third.

• Broker Exits Spur Recruiting Shift

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  The movement of financial advisors out of the wirehouses has continued in early 2012, experts say, and should put Merrill Lynch and Morgan Stanley on notice.

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  Financial Impact of Living Longer Worse Than Pension Plans Think

  By Gil Weinreich, AdvisorOne  |  April 16, 2012

  While aging occurs slowly and imperceptibly, its financial effects can be catastrophic if not addressed now, the IMF’s Global Financial Stability Report argues.

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  Morgan Stanley Grabs 2 UBS Teams, 1 From Deutsche Bank

  By Janet Levaux, AdvisorOne  |  April 9, 2012

  The combined assets of the new reps are about $1.4 billion, while the total yearly fees and commissions are close to $8.7 million.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  New Hire Roundup: Bowen Is Acting Chair at SIPC; Pologe Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  February 29, 2012

  This week in new hires, Genworth welcomed David Pologe and David Ford joined Securities America.

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  Deutsche Bank Survey Predicts Record Hedge Fund Assets in 2012

  By Michael S. Fischer  |  February 28, 2012

  Hedge fund assets will reach an all-time high this year, driven by increased institutional participation, according to Deutsche Bank’s 10th annual Alternative Investment Survey, released last week.

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  ECB Rejects Greek Debt as Collateral

  By Marlene Y. Satter  |  February 28, 2012

  Christian Schulz, an economist at Berenberg Bank in London, was quoted saying, “After the downgrade it was clear this was going to happen. The ECB isn’t going to make an exception to its rule on not accepting defaulted collateral ...”