Global Wealth Management Group

• Wirehouse Performance Takes Divergent Paths

  By Janet Levaux, AdvisorOne  |  March 1, 2010

  With the latest earnings results, the varied strategies and performance of the remaining -- and transformed -- wirehouse firms are becoming clearer though not...

• Morgan Stanley Posts '09 Results; Revenue Up for 18,135 FAs

  By Janet Levaux, AdvisorOne  |  January 21, 2010

  This news article originally appeared on ResearchMag.com on 1/20. Morgan Stanley says its Global Wealth Management group - which includes the operations of Smith Barney --...

• Wirehouse Firms Report Third Quarter '09 Results

  By Janet Levaux, AdvisorOne  |  December 1, 2009

  Over the past 12 months, the broker-dealer field has been in a tremendous state of transition. Now after a string of significant mergers and...

• Changes

  By Staff Writer  |  August 1, 2009

  ? Ram Subramaniam has been named managing director and head of products at TD Ameritrade. In his new position, Subramaniam will report to Peter Sidebottom,...

• Morgan Stanley Smith Barney: Venture Completes Its First Steps

  By Janet Levaux, AdvisorOne  |  July 1, 2009

  Morgan Stanley and Citi say they have finished the initial work on their Morgan Stanley Smith Barney joint venture, which had been targeted to close...

• Fidelity Names New Head of RIA Unit

  By James J. Green, AdvisorOne  |  November 19, 2008

  Fidelity Investments on November 19 named Michael Durbin as president of its RIA custody unit

• Morgan Stanley Has New Advisory Account

  By Janet Levaux, AdvisorOne  |  October 1, 2007

  Morgan Stanley Has New Advisory AccountMorgan Stanley's Global Wealth Management Group has a new non-discretionary advisory account, "Morgan Stanley Advisory." The company says it has...

• Morgan, Female FAs Reach $46 Million Settlement

  By Janet Levaux, AdvisorOne  |  June 1, 2007

  Morgan Stanley's Global Wealth Management Group has settled a gender class-action lawsuit involving current and former women financial advisors and registered trainees. Under the terms of...