U.S. Bancorp Investments, the brokerage affiliate of U.S. Bank, is reaping the benefits of a major makeover that began soon after William Benjamin joined the firm as its CEO almost five years ago.

The business morphed from an annuity and transaction-focused shop to one that thinks much more holistically about client needs.  “The [product] mix today is much more broad and is aligned with what you would expect in terms of delivering comprehensive services to clients,” Benjamin said in a recent interview.

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