Private Bank

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  New Hire Roundup: Marcus Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  May 8, 2013

  This week in new hires, Joel Marcus joined Genworth Wealth Management and Direxion brought in Patrick Rudnick as CFO.

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  New Hire Roundup: Lincoln Financial Advisors Appoints Joseph Gaeckle

  By Marlene Y. Satter, AdvisorOne  |  April 17, 2013

  This week in new hires, Joseph Gaeckle was appointed managing principal at Lincoln Financial Advisors, and Jeff Conway was named to lead a data analytics group at State Street.

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  Switzerland and FATCA: Broader Effects

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2013

  While it would change some of Switzerland's business practices, the country’s acceptance of international standards would be to its advantage

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  New Hire Roundup: U.S. Bank Wealth Management Welcomes Mook

  By Marlene Y. Satter, AdvisorOne  |  March 6, 2013

  This week in new hires, David Mook joined U.S. Bank Wealth Management, and Sterne Agee welcomed Robert Mohs to its Chicago office.

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  13 Ex-Football Players and Finance: The Good & the Bad

  By Dan Berman, AdvisorOne  |  January 24, 2013

  After success of varying degrees in the NFL or college football, nine former players took the high road and four others the very low road.

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  New Hire Roundup: Armstrong Named Wealth Dynamics Coach at Ascent

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

  This week in new hires, Helen Zhou became managing director of private banking for the Private Client Reserve of U.S. Bank in San Francisco, and Ryan Kaufman has become a registered representative with Securities America.

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  Harris, M&I Banks Merge Broker-Dealers

  By Janet Levaux, AdvisorOne  |  August 3, 2012

  The BMO Financial Group now has 165 financial advisors in nine states, BMO Harris Financial Advisors President Mike Miroballi told AdvisorOne.

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  Asian Millionaires Shun Wealth Managers

  By Marlene Y. Satter, AdvisorOne  |  August 1, 2012

  Wealthy Asians have lost confidence in not just private banks but also investment products and low returns since the market woes of 2008.

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  Merrill Loses Four Advisors to Wells Fargo

  By Janet Levaux, AdvisorOne  |  June 20, 2012

  The departures come on the heels of news that BofA is selling some operations to Julius Baer and firing some U.S. Trust managers.

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  Billion-Dollar Merrill Private Banking Team Joins HighTower

  By Joyce Hanson, AdvisorOne  |  March 5, 2012

  The $1 billion Merrill Lynch private banking team joined Chicago-based RIA HighTower’s New York office on Friday.