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Self-directed investors have opened more new accounts at the firm in 2021 than in the third and fourth quarters combined.
February 25
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Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.
October 15 -
Market volatility spurred clients into cash during the fourth quarter.
January 17 -
Net income increased 31% from a year ago.
October 16 -
Despite an impressive performance, Morgan Stanley's CEO is not preparing to raise profitability targets.
April 18 -
Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.
January 18 -
As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.
October 18 -
The company's broker headcount declined slightly, but it remains the largest wirehouse by number of advisors.
October 17 -
The firm reported record revenues, net income and client assets for the first quarter.
April 19 -
The wirehouse has faced a difficult business environment so far this year, and additional headwinds may be coming during the second half of 2016, top executives say.
July 20
