Displaying 223 results
Morgan Stanley’s Wilson gives strong S&P calls a rest
Renowned investment strategist is ‘keeping an open mind’ as markets face a pivotal moment.
UBS snags Morgan Stanley advisor in California
The latest hire at UBS boasts a bicoastal book, with clients across both Southern California and New York City.
Investors remain optimistic despite growing economic concerns: Morgan Stanley
But how will changing expectations of a soft landing impact portfolio management?
Raymond James welcomes ex-Morgan Stanley advisor
The California-based advisor caters to clients in the tech and biotechnology spaces.
Morgan Stanley downplays AML scrutiny for wealth clients
CEO says it's nothing new to be talking to regulators.
Morgan Stanley trading, wealth management units beat expectations in Q1
Net new assets for the wealth unit totaled $95 billion, higher than the two previous quarters combined.
Citizens Financial taps Morgan Stanley exec for wealth business
Paul Casey is joining to head the bank’s wealth management arm, with a mandate that spans from mass affluent to ultra-high-net-worth clients.
Morgan Stanley’s wealth unit caught in AML crossfire
The SEC and other federal regulators are reportedly probing the banking giant over its anti-money-laundering and client vetting practices.
Goldman, Morgan Stanley now expect China to perform better
Wall Street analysts see opportunity as Chinese economy shows potential.
Morgan Stanley economist says Fed will cut in June
Ellen Zentner says May will be too soon but June should be right.
US stock valuations rich, Japan a better bet, says Morgan Stanley’s Shalett
Strategist questions whether companies are truly going to be able to eke out material margin expansion as forecasts demand.
Finra orders Morgan Stanley to pay ex-brokers roughly $3M
An arbitration panel rules in favor of former advisors who claimed the firm had delayed compensating them for their work, violating ERISA rules.
Mutual fund flips boost Morgan Stanley ETFs to $1B in assets
The firm did its first-ever conversions involving two Eaton Vance fixed-income funds.
Has UBS missed the US wealth management M&A boom?
Recent history shows that wealth management deals by giant banks like UBS can produce mixed results.
Bond yields could disrupt equities rally: Morgan Stanley
Strategists warn that the rally faces tests this week.
UBS has more diversified business than Morgan Stanley: JPMorgan analysts
The Swiss bank has a better wealth management franchise than Morgan Stanley outside the U.S., JPMorgan analysts say.
Morgan Stanley’s Jeff McMillan named firm’s AI head
Financial services giant seeks to bolster its tech leadership with newly created artificial intelligence role.
Morgan Stanley wealth unit unveils plan to hit growth target
Jed Finn begins his reign as head of wealth management by outlining focus on fees, alternatives, and banking.
UBS shares surge on Morgan Stanley upgrade
The wirehouse's stock hit its highest level since 2008 after an analyst upgraded it to overweight, predicting a revival in deal-making.
Raymond James adds teams from Morgan Stanley, UBS
The firm welcomes a $350 million duo in New England, and an advisor in Florida who had managed a $235 million book.
