U.S. Bank

U.S. Bank

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Business head: Alan M Markarian

No. clients: 230

AUC: $73,000

Min. assets: $100,000

usbank.com/itc

In the News

How to invest in frontier markets

September 6, 2017 - In the normal course of a bull market, investors push up shares of big, stable companies. As those prices get steeper, they send mid-cap stocks soaring and then, before you know it, a small-cap ant farm supplier is the top-performing stock of the year....

Big U.S. banks could see profits jump 20% with deregulation

August 24, 2017 - The deregulation winds blowing through Washington could add $27 billion of gross profit at the six largest U.S. banks, lifting their annual pretax income by about 20 percent. JPMorgan Chase & Co. and Morgan Stanley would benefit most from changes to post-crisis...

Top clearing and custody firms for financial advisers

August 7, 2017 - CLEARING FIRMS Listed by reported number of broker-dealer clients Firm Phone/website # of clients % change vs. 2016 Contact Phone/email Pershing (800) 445-4467 714* -3.90% Michael Row (800) 445-4467 One Pershing Plaza, Jersey City, NJ 07399 pershing.com/who-we-serve/broker-dealers...

Fidelity taps Goldman Sachs to expand lending services through RIAs

July 27, 2017 - Fidelity Custody & Clearing Solutions is expanding access to loans for the roughly 6 million investors working with Fidelity through more than 3,500 registered investment advisers, broker-dealers and family offices. Through a new partnership with Goldman...

3 ways advisers can help clients maximize charitable giving benefits

December 13, 2016 - Andy Williams can be heard singing “It's the Most Wonderful Time of the Year” over the airwaves these final weeks of 2016. For charitable organizations, the words are appropriate, as December is the time nonprofits traditionally receive a significant...

All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

August 12, 2016 - Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can get even higher...

2016 custodians and clearing firms ranking

August 11, 2016 - Clearing Firms listed by number of broker-dealer clients Firm Website # of clients % change vs. 2015 Contact Phone Email Pershing LLC www.pershing.com/who-we-serve/broker-dealers 743 -3.80% Michael Row (800) 445-4467 pershing.com/contact/ RBC Correspondent...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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