Greg Fleming

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  Top Posts at Broker-Dealers See Big Changes

  By Janet Levaux, AdvisorOne  |  April 1, 2013

  LPL, Morgan Stanley and Raymond James all announced big moves recently.

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  Morgan Stanley Nabs CNBC’s Kaminsky

  By Janet Levaux, AdvisorOne  |  March 12, 2013

  Meanwhile, Merrill confirms that Raphael Zagury has left its structured products group.

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  Morgan Stanley Grabs Merrill IT Exec

  By Janet Levaux, AdvisorOne  |  March 6, 2013

  Chris Randazzo leaves BofA to support Gorman and team's $500 million technology push.

• 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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  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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  Citi Mulls Unloading Smith Barney Stake to Morgan

  By John Sullivan, AdvisorOne  |  March 22, 2012

  A Nomura Holdings analyst wrote in a letter to clients on March 22 that Citigroup executives indicated willingness to sell more than the scheduled 14% stake in Morgan Stanley Smith Barney if Morgan Stanley is interested.

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  Gorman Makes More Changes to Morgan Stanley Management

  By Janet Levaux, AdvisorOne  |  January 14, 2011

  Greg Fleming is made head of wealth management; Charlie Johnston will retire at the end of the year.

• Bank of America, Merrill Seal the Deal

  By Janet Levaux, AdvisorOne  |  January 1, 2009

  Wirehouse BDs BofA, Merrill Seal the Deal Bank of America and Merrill Lynch shareholders have approved BofA's purchase of Merrill. And, according to Merrill Lynch, the vast...

• Merrill Outlines Growth, Names CAO and Explains $60 Million Charge

  By Janet Levaux, AdvisorOne  |  April 1, 2008

  Merrill Lynch President and COO Greg Fleming has made quite a bullish case for the company's global wealth management operations. In a presentation during the...