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Morgan Stanley Smith Barney
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Morgan Stanley Adds Financial Advisers
Morgan Stanley Smith Barney has appointed nine financial advisers who together managed more than $1 billion in client assets.
November 27, 2011
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MSSB Appoints Four Advisers
Morgan Stanley Smith Barney appointed four financial advisers, who handled a total $533 million in client assets.
October 5, 2011
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StanCorp Adds Sr. Investment Counselor
StanCorp Investment Advisers has selected Kristie Cahill as senior investment counselor.
September 27, 2011
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BofA Merrill Lynch Picks Advisers
Four financial advisers from Wells Fargo Advisors and Morgan Stanley Smith Barney have been selected by Bank of America Merrill Lynch.
September 26, 2011
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MSSB Launches New Service
Morgan Stanley Smith Barney has developed a service to track the retirement eligibility of its employees.
September 18, 2011
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MSSB Adds Financial Advisers
Morgan Stanley Smith Barney has hired eight financial advisers from different firms.
September 7, 2011
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MSSB Financial Adviser Joins UBS Wealth
Brian Zalewski, a financial adviser from Morgan Stanley Smith Barney, is joining UBS Wealth Management Americas.
August 28, 2011
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MPA To Use DTCC Model Management Service
Managed Portfolio Advisors will deploy Depository Trust & Clearing Corporation’s model management exchange service.
August 22, 2011
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MSSB Adds Wealth Unit Head
Charlie Mak has joined brokerage joint venture Morgan Stanley Smith Barney as president of international wealth-management business.
August 3, 2011
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Praemium Re-Appoints MSSB
Praemium has re-selected Morgan Stanley Smith Barney as its wealth manager.
July 21, 2011