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The breakaways join 72 others who moved their practices to the firm in the second quarter.
September 20
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The firm’s new additions include three brokers previously affiliated with Wells Fargo Advisors.
September 9
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This is the 14th new location the regional BD has opened so far this year.
August 23
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The Anthony Bunnell addition comes amid expansion of the firm’s its retirement plan business this year.
August 20
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The new recruits bolted from Morgan Stanley after nearly 20 years with the wirehouse and its predecessor firms.
August 9
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The firm's most recent lawsuit over alleged non-solicitation violations centered on an advisor's thank-you cards to clients.
August 8
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The new recruits managed over $300 million in client assets.
July 25
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The wirehouse’s pipeline for incoming brokers is at a two-year high.
July 22
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On the wealth management side, Morgan Stanley posted $4.41 billion of revenue, which was 2% higher than last year and blew away analysts’ estimates for a 9% decline.
July 22
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James Gorman dismissed any speculation after the unit posted record revenue and pretax profit in the second quarter.
July 18
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Hyperpersonalization delivered via improved technology is critical for client relations, a new report says.
July 15
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Even as the wirehouse has cut back on recruitment, the hire of two new industry veterans show it’s still looking for top teams.
July 12 -
The wirehouse’s latest litigation suggests other everyday activities of defectors could come under scrutiny.
July 11
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These firms scored big with advisors managing $1 billion or more.
July 9
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Recent lawsuits highlight the unpredictable nature of litigation in a post-Broker Protocol world.
June 13 -
The fast-growing firm now has more than 100 brokers.
June 10
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The team joins Raymond James’ burgeoning brokerage ranks, which recently hit 7,862 independent and employee advisors.
May 24
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"You should buy into IPOs to hold them, because you believe in the company," James Gorman said.
May 23
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Richard Fuld's Matrix Private Capital Group has both asset and wealth management operations.
May 20 -
Across Wall Street, questions are flying about how the wirehouse has handled the biggest U.S. IPO of the past five years.
May 14
