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Andrea Kaempf, formerly of Bank of America, will lead the personal wealth team of U.S. Bank’s Private Client Reserve HNW unit in Washington State.

The wealth manager hired a sales director and a senior mortgage banker in Washington and added seven wealth professionals to the Philadelphia team.

F-Squared Investments has appointed Paul Gamble as head of F-Squared Retirement Solutions, responsible for F-Squared's customized and private labeled target date strategies and funds, collective trust funds and sub-advisory partnerships in the retirement market.

The Deloitte Center for Financial Services has added Lynette DeWitt as a research manager, focused on asset management.

Francis Picarelli has been promoted from vice president to senior vice president at consulting shop Segal RogerCasey.

Woodland Hills, Calif.-based Guinness Atkinson Asset Management has appointed Frank Zukowski to the position of national sales director, focusing on serving the RIAs and Bank Trust channels.

Christine Carolan has been appointed by Mercer Investments to the role of Investment Director for the Western region of the U.S.

It looks like Nationwide Mutual Insurance Company will have its day in court come January 2014 to defend itself against a mutual fund lawsuit.

The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, it’s certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient. …

Update -- Andrew McMenigall and Toby Wallace, two executives at Aberdeen Asset Management Plc, were killed in a traffic accident while taking part in a charity bicycle ride across Britain.

Aberdeen Asset Management is mourning the loss of Andrew McMenigall, a senior investment manager in the global equity team based in Edinburgh, Scotland and Toby Wallace, a senior relationship manager in its Philadelphia office, who were yesterday involved in a fatal cycling accident in Cornwall, England.

Independence is more than just a transition; it’s a transformation, an opportunity to own what you’ve created and a legacy you can pass on. Shirl Penney of Dynasty Financial offers his roadmap to RIAs and breakaway brokers.

Larkspur, Calif.-based Litman Gregory Asset Management has hired Meredith Shuey Etherington as senior investment advisor, providing investment advisory services to individuals, family groups, foundations, and endowments.

The Securities and Exchange Commission has named Julie Riewe and Marshall Sprung as co-chiefs of the Division of Enforcement’s Asset Management Unit, a national specialized unit that focuses on misconduct by investment advisers, investment companies, and private funds.

Timothy Throckmorton will oversee and help grow the personal trust and estate administration business.

Mark Henneman and Ronald Kaliebe have been named lead managers of the Mairs & Power Growth Fund and Mairs & Power Balanced Fund respectively, effective July 1.

Broadridge Financial Solutions has agreed to acquire Bonaire Software Solutions, a provider of fee calculation, billing, and revenue and expense management solutions for asset managers including institutional asset managers, wealth managers, mutual funds, bank trusts, hedge funds and capital markets firms.

Hartford Funds has appointed three new advisor consultants to support its regional growth.

The Hartford Funds has named Brian Garrette and Michael Tobin divisional sales managers, overseeing the mutual fund company's south and west regions, respectively.

Janus Capital Group has appointment Jeff Pawliger as regional director with Janus' Advisor Solutions Group to spearhead the growth of Janus' intermediary distribution and sales in Southern Florida.