Danny Sarch

• Joint Venture Drops Smith Barney

  By Janet Levaux, AdvisorOne  |  October 24, 2012

  Morgan Stanley says that its U.S. wealth management business is now branded Morgan Stanley Wealth Management (MSWM).

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  Morgan Stanley Drops Smith Barney From Name

  By Janet Levaux, AdvisorOne  |  September 25, 2012

  “The name change was not unexpected,” said a recruiter. “Finally, we have the culmination of what was not a joint venture, but a takeover.”

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  What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow

  By Editorial Staff  |  September 25, 2012

  The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns. In feature...

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  Advisors Feel Pinch of Compensation Squeeze

  By Ellen Uzelac  |  September 25, 2012

  Many advisors expect to see a slight lift in pay in 2012, but with the sluggish economic recovery, ongoing global challenges and relentless cost-cutting, there is little reason to bring out the bubbly.

• Q2 ’12 Wealth Profits Top Year-Ago Results

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  Bank of America-Merrill Lynch reported profits of $2.5 billion for second-quarter 2012, or 19 cents a share, beating analysts’ estimates of 14 cents.

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  Morgan Stanley Loses Manager, Reps to Janney and Wells Fargo

  By Janet Levaux, AdvisorOne  |  August 20, 2012

  As Morgan Stanley continues to cut costs and find other ways to boost results, its rivals are picking up departing branch managers and advisors.

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  Morgan Stanley to Cut Deeper, Experts Say

  By Janet Levaux, AdvisorOne  |  August 8, 2012

  The firm is under pressure to improve results and is trying to boost its ownership in the Morgan Stanley Smith Barney venture with Citigroup.

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  As Morgan Stanley Loses Another Team, Is It ‘Under Siege?’

  By Janet Levaux, AdvisorOne  |  June 19, 2012

  Troubles, including a downgrade by Moody's, continue for Morgan Stanley.

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  Wells Fargo’s Burgeoning FiNet ‘Well Positioned’ to Draw Breakaways

  By Janet Levaux, AdvisorOne  |  April 17, 2012

  "Providing quality advisors with the choice and flexibility they want and need to be as successful as possible is central to our mission," Wells Fargo Advisors Financial Network President John Peluso said.