U.S. Bank

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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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  PFGBest Collapse Leads to CFTC, FBI Inquiries

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

  The CFTC and FBI have taken action against a Cedar Falls, Iowa-based broker after the discovery that $220 million was missing out of $225 million in customer funds. PFGBest founder Russell Wasendorf attempts suicide outside the firm’s offices.

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  New Hire Roundup: Putnam Adds Three; Wagner Retires From BlackRock, Joins Board

  By Marlene Y. Satter, AdvisorOne  |  June 27, 2012

  This week in new hires, David Scheetz, Edward Deeds and James Axford joined Putnam Investments; and Susan Wagner retired as vice chairwoman of BlackRock and was named to its board.

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  Top 10 Trends in Wealth Management for 2012

  By Marlene Y. Satter, AdvisorOne, 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, AdvisorOne  |  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, AdvisorOne  |  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.