Morgan Stanley

The Taylor Group of Wells Fargo Advisors is led by nine advisors, all of them relatively young and many of them siblings.

A California man's complaint alleges that Morgan Stanley's website enabled tracking tech from Google and Microsoft to collect web visitors' browsing data for targeted online ads.

CEO Brian Moynihan said the firm recruited twice the number of advisors it did a year ago and is making progress fighting advisor attrition.

Chief Financial Officer Sharon Yeshaya says financial advisors have $400 billion in assets since 2020 from clients who first came to Morgan Stanley either through its workplace or E-Trade businesses.

Darryl Cohen faces a maximum of 20 years in prison for fraudulently persuading professional atheletes to buy insurance policies at massive markups.

Tom Cleary and Robert Whittington return to Morgan Stanley to start Southeast Wealth Management Group in Orlando, Florida.

The proposed national trust charter company would be a wholly owned subsidiary of Morgan Stanley. The application was filed on Feb. 18.

Seeing a pattern of stop-and-go federal support, financial advisors clamored for a chance to ask questions about what President Donald Trump's agenda means for municipal budgets and the bonds tied to them.

Amid UBS advisor exits, 25-year veteran joins Morgan Stanley

Jed Finn says human advisors will remain necessary even as Morgan Stanley develops AI-driven "super agents." Speaking at the same conference, the Wells Fargo CFO emphasized cross-selling.

The Wall Street giant still is often associated with deposits, lending and checking and savings accounts. But it's among the throng of firms seeking to give clients easy access to both banking and investing services online.

The wealth management giant capped off 2025 by pressing ever closer to the asset and wealth management target set by former CEO James Gorman.

JPMorgan again shows it makes a sharp distinction between advisors who build their own books of business and those who amass clientele from bank referrals.

A hedging product tied to bitcoin offers investors enhanced gains and downside protection — as long as an underlying ETF doesn't lose more than 25% of its value.

Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.

Matthew Madera has become the latest former JPMorgan private client advisor to be sued after leaving for another firm. In a recent stipulated order, he agreed to stop soliciting former clients until the dispute can be resolved.

The Wall Street mainstay joins JPMorgan and Citi in directing analysts to help give investors more insight into companies not traded on public markets.

The Couch Group's return to Morgan Stanley is the latest evidence that UBS hasn't been able to stop the recent wave of advisor departures.

Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.

The largest wirehouse also reported a record quarter for wealth management revenues built on strong asset inflows in the third quarter.