Morgan Stanley

Roughly 200 advisors at the firm are being named "founder specialists" for their track record helping entrepreneurs do everything from set up employee-benefit plans to take their firms public.

Ted Pick and Paul Shoukry both see advantages in their firms' ability to invest in technology, offer banking services and provide access to alternative investments.

Laura Sullivan stands accused of accessing confidential customer data and violating a nonsolicitation agreement by bringing along at least 15 client households.

The program to coach Division I players on wealth management concepts comes as they navigate new layers of complexity from new sources of potential pay.

Morgan Stanley is among a long list of wealth managers facing questions about whether their handling of uninvested cash is really in clients' best interest.

The contemplated service would let E-Trade users put money into popular tokens like bitcoin and ether.

Aiming to funnel more millionaires into its services, Morgan Stanley is launching a private equity fund for its widest audience yet.

Executives at the Wall Street giant expressed optimism that clients will turn to it more for advice amid economic uncertainty.

Meanwhile, former Charles Schwab CEO Walt Bettinger saw a 10% compensation increase for his final year on the job.

The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.