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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
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Fostering a culture that attracts and advances women in the STEM fields is one more way that E-Trade has been a pioneer in the industry.February 24
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Long associated with catering to the wealthiest clients, Morgan is also astute enough to see which way the winds are blowing for the industry.February 21
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The wirehouse has big reasons to pursue the deal, but the online brokerage's 225 independent advisor firms are not among them.February 21
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The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.February 20
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The acquisition is the latest demonstration of firms merging banking, wealth management and digital services to meet clients' every financial need.February 20
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The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.February 20
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The all-stock takeover adds E-Trade’s $360 billion of client assets to Morgan Stanley’s $2.7 trillion.February 20
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Advisors can use the information to build custom, values-based portfolios for their clients.February 5
