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According to a company memo, a big driver of [Morgan Stanley's] future success will be the continued build-out of our sales and trading platform and, in particular, our strategy and footprint in fixed income."
January 18 -
Louis Fugazy has been promoted from national accounts manager to associate publisher of Money Management Executive and Asset Securitization Report.
January 17 -
An analyst said the changes comes at a critical phase for the firm, as it continues to absorb that merger and looks ahead to possible increased investor interest this year
January 14 -
Greg Fleming to take his place and become head of MSSB Wealth Management
January 13 -
As the broker-dealer community changes, dealing with through-the-floor commissions and the ballooning costs of compliance and back-office management, so must Firm58.
January 13 -
In an effort to develop jumpstart its exchange-traded fund business, Russell Investments announced Wednesday it plans to buy U.S. One Inc., a registered investment advisor and ETF provider.U.S. One is the investment advisor to the One Fund, an ETF traded on the New York Stock Exchange that provides exposure to 95% of the world’s stock markets with the objective of long-term investment growth.
January 12 -
In an effort to develop jumpstart its exchange-traded fund business, Russell Investments announced Wednesday it plans to buy U.S. One Inc., a registered investment advisor and ETF provider.
January 12 -
Pershing has added a range of comparative analysis tools to its Advisor in Transition practice.
January 12 -
The Bank of America-owned private wealth management business has added five new advisors to its southeast and eastern divisions in its bid to serve ultra-high net worth clientele.
January 12 -
Educator and personal financial services pioneer Charles A. Moran, CFP, has been appointed as the new chair of the board of directors of the Certified Financial Planner Board of Standards Inc.
January 12



