Josh Brown

The Takeawayblog

The Reformed Broker, Josh Brown, distills the best of the web each day – and offers some sage advice on social media along the way.

The Takeaway: The incredible shrinking Morgan Stanley

Jan 10, 2013 @ 1:15 pm

By Josh Brown

Portfolio

A fascinating piece on emerging markets and the "demographic dividend" by UBS's Bhanu Baweja. (beyondbrics)

Morningstar: Get ready to lose some money in bonds this year. (WealthManagement)

The Biz

Why is Morgan Stanley? (DealBook)

PNC Wealth study finds that American millionaires want their offspring to be self-reliant. Which is adorable because we all know they won't have to be. Because when you're working a lot to become a millionaire and can't be with your children, you must buy their love. I know, it's a sad paradox. Cheer up, have a BMW. (Financial Planning)

Things not so great at Cantor Fitz these days either. (BusinessWeek)

You wanna talk about an industry game-changer? How about Northern Lights Trust, which is going to allow any advisor to create their own ETF... (ETFdb)

Outliers

This one time, private equity buyers approached Legg Mason but were told to take a hike. True story. (Reuters)

***

Disclaimer: Joshua Brown is an investment advisor representative with Fusion Analytics. The content above is for informational purposes only, nothing here should ever be construed as investment advice or a solicitation to trade any securities. Mr. Brown or his firm may be long or short securities mentioned above for client or personal accounts at any time.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

AXA's Christine Nigro: How to handle being the only woman in the room

Women face unique challenges as they move into the C-suite, and they need to remember to always be themselves and let their professional strengths shine, according to Christine Nigro, vice chairman at AXA Advisors.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block's $4 million bonus was tied to a key metric at ARCP

Prosecution rests case in fraud trial against CFO of American Realty Capital Properties.

Edward Jones is winning the Google search war

Brokerage firm's digital marketing investment helps land it at the top of local and overall search engine results, report finds.

Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.

Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

Vanguard rides robo-advice wave to $65B in assets

Personal Advisor Services, four times the size of its closest competitor, combines digital and human touch.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print