-
Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
By Hugh SonJanuary 10 -
The bank has already taken action in instances of staff misbehavior, according to Chief Financial Officer Marianne Lake.
By Hugh SonOctober 14 -
The lawsuit highlights a friction that exists at financial-services firms that put employees into their own product.
By Hugh SonAugust 19 -
Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.
By Hugh SonJune 3 -
Vice Chairmen Dan Cummings and Sam Chapin, who helped meld the wealth management firm to the bank after the financial crisis, are stepping down.
By Laura J. KellerMay 25 -
The new independent practice shares a co-founder with Palantir, a CIA-backed data-gathering firm.
By Hugh SonApril 4 -
The wirehouse is making a big push to grab billions in clients' deposits held at rival firms.
By Hugh SonMarch 21 -
Top executives including Morgan Stanley's James Gorman and Wells Fargo's CFO John Shrewsberry said they must develop robos to complement their sales forces.
By Hugh SonFebruary 5 -
The CEOs of Goldman Sachs and Morgan Stanley are getting smaller pay days after shares for both of their firms undperperformed.
By Hugh SonJanuary 25 -
The wirehouse is asking Credit Suisse advisors to sign a 13-year contract before joining the wirehouse much longer than the industry standard, according to people familiar with the matter.
By Hugh SonDecember 16