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CUSO Financial Services Aims to Woo High Net Worth Members with Custom Management
By Michelle A. SamaadSAN DIEGO - Steve Hollenbeck has been keeping tabs on the "wirehouses" - the Merrill Lynches and J.P. Morgans of the brokerage industry and he's seeing a consistent trend among its high net worth clients. Some clients, despite having what industry insiders deem "serious money," are not getting the intimate...
