Morgan Stanley Smith Barney
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
MSSB Appoints Four Advisers
Morgan Stanley Smith Barney appointed four financial advisers, who handled a total $533 million in client assets.
October 5, 2011
StanCorp Adds Sr. Investment Counselor
StanCorp Investment Advisers has selected Kristie Cahill as senior investment counselor.
September 27, 2011
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
MSSB Launches New Service
Morgan Stanley Smith Barney has developed a service to track the retirement eligibility of its employees.
September 18, 2011
MSSB Adds Financial Advisers
Morgan Stanley Smith Barney has hired eight financial advisers from different firms.
September 7, 2011
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
MPA To Use DTCC Model Management Service
Managed Portfolio Advisors will deploy Depository Trust & Clearing Corporation’s model management exchange service.
August 22, 2011
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
Praemium Re-Appoints MSSB
Praemium has re-selected Morgan Stanley Smith Barney as its wealth manager.
July 21, 2011