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ETrade’s ‘better mousetrap’ is its stock plan business, analyst says
Morgan Stanley's acquisition of the business will improve its transfer of stock plan clients to its wealth management platform
Morgan Stanley team managing $400 million moves to Rockefeller
Six-member Legacy Family Wealth group opens office in Scottsdale, Arizona
Morgan Stanley team managing $675 million moves to RBC
The four-adviser group in Beverly Hills, California, cites RBC's affiliation with City National
Merrill Lynch launches Personal Wealth Analysis for advisers
The wirehouse integrated its legacy planning and portfolio analysis tools into a redesigned interface for advisers
Morgan Stanley team managing $280 million moves to Baird
Four-person Fischetti Barry group is based in a suburb of Pittsburgh
Morgan Stanley posts record profit
Fixed-income trading revenue almost tripled during the second quarter
Morgan Stanley informs customers of possible data leak
The wirehouse is offering customers a two-year free subscription to a credit report monitoring service to compensate for the potential compromise of data
$1.4 billion Morgan Stanley team moves to Insigneo
The Miami-based independent platform is the second to poach an adviser team from the wirehouse in the last week
All-female team managing $500 million drops Morgan Stanley for Sanctuary Wealth
The advisers are the first breakaway team Sanctuary has picked up from the wirehouse this year
Morningstar, Morgan Stanley adopt new content management tool
The 4U Connect platform stores content to be submitted, reviewed and approved all via a common app
Federal Reserve caps bank dividends
Bank buybacks are also banned through the third quarter; Wells Fargo seen most at risk for dividend cut
$500 million team joins RBC from Morgan Stanley
Market Street Group will join the office RBC recently opened in St. Louis
Client demand is up, but advisers are falling behind on tech
Wealth managers need to beef up tech investments to compete with larger institutions in a post-pandemic world, according to a recent study
Ugly road for adviser diversity at Morgan Stanley: Lawsuit
Under CEO James Gorman, the wirehouse's diversity effort has moved in reverse, according to complaint
Morgan Stanley sued for racial bias by former diversity head
Marilyn Booker, the firm's first global head of diversity, says it refused to adopt her plan to address racial bias
Morgan Stanley economists stick with call for V-shaped recovery
Their forecast cites the sizable policy support from central banks and finance ministries
Banks cite gains against fintechs
Pandemic is encouraging consumers to do business with larger companies, says Morgan Stanley's CEO
Morgan Stanley’s Gorman ‘thrilled’ with ETrade purchase
The CEO is particularly pleased with ETrade's technology and brand
Morgan Stanley adds to bet on steepening yield curve
The firm's strategists say that with the U.S. economy improving, 10-year Treasury rates will become a key driver
Only half Morgan Stanley staff will be back by year-end: CEO
Gorman said the portion of employees back in the office varies significantly depending on the location
