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As business models converge in the industry, firms risk diluting advice with sales pitches and product promotion, says John Taft, head of RBC Wealth Management-U.S.
October 30
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The wirehouse is sending executives to Credit Suisse offices to deliver the firm's pitch, and will fly advisors out to its headquarters in St. Louis next week.
October 22
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The German bank has faced questions and criticism in recent years about its internal controls.
October 20
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CEO Tidjane Thiam said he plans to allocate more resources to wealth management and strengthen the bank's position in Asia, while scaling back the investment bank, mirroring an approach of UBS.
October 9
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Credit Suisse's losses include a three-member team that generated $7.2 million in annual revenue, which joined UBS.
October 8
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The firm's new hires come from J.P. Morgan.
September 15
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The wirehouse's latest hires include two advisors who generated $5 million in annual revenue while at Citi Private Bank, a firm spokeswoman said.
September 1
