The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

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The investment banking giant has been the subject of regulatory probes regarding the way it vets prospective clients. So far, that's not driving away potential clients, executives say.

Morgan Stanley’s wealth-management unit got a boost from retail trading last quarter. The unit generated $7.48 billion in revenue, up 13% from a year ago and accounting for nearly half of total ...

However, investors remain concerned about inflation’s effect on their portfolio. It’s the top concern at 45% and is in line ...

The firm’s 140 relationship managers in the region could grow to 200 over the next few years, said Vincent Chui, head of wealth management for Asia Pacific. Morgan Stanley’s scale and priority ...

Rodney Halvorson says he agreed to join Morgan Stanley only if he could take two wealthy Mexican clients with him. But his ...

Morgan Stanley Wealth Management recently announced that Lisa O’Bryant, a financial advisor, qualified plan financial consultant and chartered retirement planning counselor, has been awarded the CFP ...

Morgan Stanley’s earnings indicated net revenue up 13% in its wealth division quarter-over-quarter, and $28.4 billion in net revenue for the year, "reflecting strong asset management and ...

FCS Private Wealth Management and Family Office, part of Wells Fargo Advisors Financial Network, ranked No. 1 with $2 billion ...

Morgan Stanley shares have surged over 50% in the past year, driven by strong Q4 earnings and a focus on recurring revenue in wealth management. The company's Q4 earnings of $2.22 exceeded ...

"We think Morgan Stanley benefits from favorable secular trends in the capital markets, wealth management, and investment banking," he said in a research note. Morgan Stanley's revenue from wealth ...