Over the next three years, as many as 700 positions are expected to be eliminated in Switzerland alone, with the bulk at the corporate cost center and about 200 between wealth management and the bank’s Swiss unit for personal and corporate banking.
Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.
The addition of Knowlton, Knowlton, & Larsen creates Rockefeller’s first private wealth team in Boston.