Morgan Stanley Smith Barney (MSSB)

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  1. Articles

    Merrill Lynch nabs $400M team from Morgan Stanley

    Bank of America Merrill Lynch has snapped up a former Morgan Stanley duo who oversaw some $400 million in assets. The two advisers, Michael Bromberg and Daniel Gerschel, have joined Merrill Lynch's New York office. They previously produced about $1 million in revenue while at Morgan Stanley,

  2. Articles

    Morgan Stanley hits key growth target in 4Q as pretax profit margin reaches 20%

    As Morgan Stanley chief executive James Gorman sets a new profit margin target for the firm's wealth management unit, executives will be looking to advisers to capitalize on new opportunities, such as lending to high-net-worth clients, an area where the firm lags.

  1. Articles

    With big new team, Morgan Stanley adds horses

    Morgan Stanley has landed a $1.5 billion team from J.P. Morgan Securities LLC in the latest in a series of high-profile acquisitions. Scott Siegel, a Barron's top 1,000 adviser, and his team of Mehmet Kirdar, Michael O'Hara and Joseph Carmody, have joined Morgan Stanley's New York City office, the

  2. Articles

    What's now and what's next for Morgan Stanley's new trade tool

    Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.

  3. Articles

    'Major loss' as big L.A. adviser leaves Morgan Stanley for Merrill Lynch

    Rebecca Rothstein, legacy Smith Barney adviser, jumps ship; No.2 on Barron's list

  4. Articles

    INsider: Morgan Stanley in recruiting cross hairs, headhunters say

    Headhunters say rivals are stepping up efforts to recruit Morgan Stanley reps. But will they succeed?

  5. Articles

    Smith Barney bites the dust

    It's official — management at Morgan Stanley has eighty-sixed the 'Smith Barney' name, rebranding the iconic brokerage as Morgan Stanley Wealth Management. What would John Houseman think?

  6. Articles

    What to expect from muni bonds this fall

    The tax-exempt municipal bond market enjoyed favorable technical factors for much of the summer, which allowed it to outperform U.S. Treasuries.

  7. Articles

    Now work really starts at MSSB

    Brokers and other observers say a culture clash and cost cutting have left legacy Smith Barney reps feeling demoralized and could cause more of the firm's brokers to leave.

  8. Articles

    Ex-MSSB exec: I was fired for whistleblowing

    A former executive at MSSB claims he was fired because, among other things, he threatened to expose churning of preferred stock by a star rep.

  9. Articles

    Group of MSSB advisers threatening to leave: Reuters

    A large group of Morgan Stanley Smith Barney financial advisers managing “tens of billions” of dollars in client assets are threatening to leave the firm, according to a report by Reuters Friday afternoon.The group of 40 or more advisers are reportedly upset about continuing problems with the

  10. Articles

    MSSB to pare number of complexes

    In a bid to cut costs, MSSB plans to substantially pare the number of its complexes. The brokerage also plans to shrink the ranks of its nonproducing managers.

  11. Articles

    $790M team jumps to Merrill after four months at Barclays

    Celenza, DiGioia make quick exit from U.K. bank after 11 years at Smith Barney; location, location, location

  12. Articles

    Old home week as Dynasty lands another MSSB exec

    Sullivan leaves wirehouse for fast-growing firm; hooking up with former colleagues

  13. Articles

    Citigroup sees significant charge after brokerage valuation

    Morgan Stanley's estimate of the fair-market value of the Morgan Stanley Smith Barney unit is about 40% of what Citigroup believes the brokerage is worth, according to a regulatory filing

  @IN Wire

Mar 07 10:29PM
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Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" good read

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