U.S. Bank

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  Top 10 Trends in Wealth Management

  By Marlene Y. Satter, Joyce Hanson, AdvisorOne  |  January 24, 2012

  Whither wealth management? The industry will continue to undergo radical changes that began in 2008, says Aite Group in a detailed report.

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  Philanthropy Focus: US Bank and the UHNW, Pt 3—Family Retreats; Investing

  By Marlene Y. Satter, AdvisorOne  |  December 13, 2011

  At Ascent, clients are asked about the purpose behind their money, to see what kind of impact they want from their philanthropy.

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  Philanthropy Focus: US Bank and the UHNW, Pt. 2—Entrepreneurs

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2011

  Michael Cole, president of US Bank's Ascent Private Capital Management, says that UHNW clients can find community around philanthropy, and can use their entrepreneurial skills as well.

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  Philanthropy Focus: US Bank and the UHNW, Pt. 1—Wealth's Impact

  By Marlene Y. Satter, AdvisorOne  |  December 9, 2011

  Ascent Private Capital Management, the UHNW division of US Bank, incorporates philanthropy from the beginning of the engagement, using staff skilled in more than just managing money.

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  Big Changes in Wealth Management Seen as Open Architecture Trend Expands

  By Joyce Hanson, AdvisorOne  |  October 19, 2011

  With open-architecture platforms, wealth managers can bring to average investors the same advantages that high net worth clients have been getting for years.

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  New Hires Roundup: U.S. Bank Adds Steiger; CAIS Welcomes Stone, Promotes Cobon

  By Marlene Y. Satter  |  September 22, 2011

  This week in new hires, Heidi Steiger added to U.S. Bank’s wealth management business; Landon Stone went to CAIS, which also promoted Lachlan Cobon.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

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  Tim and Ted's Excellent Adventure

  By John Sullivan, Advisorone  |  July 1, 2011

  The answer to the question everyone’s asking is “like a fox.”

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  IRS Provides Answers for Holders of Foreign Assets

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  June 30, 2011

  The IRS has finally begun to answer many key questions asked by advisors on repercussions of failure to file an FBAR.

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  U.S. Bank Re-Brands Ultra-HNW Group

  By Janet Levaux, AdvisorOne  |  April 28, 2011

  Ascent Private Capital Management is being led by former-Wells Fargo executive Michael Cole.