Ruth Porat

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  Morgan Stanley CFO Passes on Treasury Post: Reports

  By Janet Levaux, AdvisorOne  |  March 28, 2013

  Ruth Porat did not want to go through what Jack Lew did in the confirmation process, sources say.

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  Morgan Stanley CFO: Raise Taxes on Wealthy

  By Janet Levaux, AdvisorOne  |  December 5, 2011

  The U.S. cannot cut its "way to greatness," says Ruth Porat at a New York conference.

• Morgan Stanley Moves to Fire More FAs

  By Janet Levaux, AdvisorOne  |  July 1, 2011

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  Morgan Stanley’s FA Firings: ‘Savvy Strategy,’ Experts Say

  By Janet Levaux, AdvisorOne  |  June 13, 2011

  Morgan Stanley’s move to institute a second round of firings this year is being praised by industry consultants and recruiters, like Chip Roame of Tiburon Strategic Advisors, as a step that makes sense for the brokerage group, though it certainly will cause some pain and suffering in the advisor population.

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  Morgan Stanley to Fire More Advisors Who Underperformed

  By Janet Levaux, AdvisorOne  |  June 9, 2011

  The layoff news comes just three months after a few hundred low-producing FAs were cut from Morgan Stanley Smith Barney.

• 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 Raises Profits as Wealth Unit Sees Outflows

  By Janet Levaux, AdvisorOne  |  July 21, 2010

  Morgan Stanley Smith Barney said Wednesday, July 21, that its global wealth management clients withdrew net $5.5 billion during the second quarter