Douglas Ketterer

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  Morgan Stanley Initiative To Focus on Financial Planning for LGBT Clientele

  By Michael S. Fischer  |  December 26, 2012

  Morgan Stanley launches program to provide wealth planning, business development and marketing resources for LGBT clients.

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  Ultra-Wealthy Will Transfer $27 Trillion by 2050

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  Among ultra-high-net-worth investors, it is estimated that $27 trillion will pass from one generation to the next by 2050, a study released May 7 by Morgan Stanley Private Wealth Management and Campden Wealth found.

• Morgan Stanley Still Dominates in FA Count; Merrill and UBS Lead in Fees, Assets per Rep

  By Janet Levaux, AdvisorOne  |  September 1, 2010

  The number of Morgan Stanley financial advisors -- including those involved in the joint venture with Smith Barney -- fell by about 50 to 18,087...

• Morgan Stanley Re-Works Wealth Management Team

  By Janet Levaux, AdvisorOne  |  July 20, 2010

  Morgan Stanley Smith Barney appointed James Tracy as chief operating officer of distribution and development for wealth management in the U.S. and Douglas Ketterer as head of its private-wealth management unit in the U.S. on Monday, July 19.