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Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.July 9
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The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.July 7
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Marylin Booker accuses the company of failing to support Black advisors and criticizes its use of mandatory arbitration to settle employee disputes.June 18
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While small deals are likely, CEO James Gorman said he’d be reluctant to take on a large-scale acquisitionJune 10
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Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.June 10
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The newly independent advisor oversaw $92 million in client assets.June 10
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The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.May 14
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James Gorman is the first known case of a wirehouse executive contracting the virus.April 9
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The Justice Department’s antitrust division has signed off on the takeover without requiring any changes, according to a person familiar with the matter.March 30
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The custodian’s Liberty platform and “intimate” service are now likely to rest in the hands of a wirehouse.February 27
