Morgan Stanley

Advisor Upside

Franklin Templeton Doubles Down on Alts

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The California firm appointed George Stephan to the new position of Global COO of Wealth Management Alternatives.

1 min read

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Advisor Upside

How Morgan Stanley’s AI Helped Close 100K New Clients This Year

The investment bank rolled out a suite of AI tools this year and reported almost $64 billion in net new assets in the third quarter alone.

2 min read
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Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read
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Finance

How Will Wall Street’s AI Experiment End?

Like money, artificial intelligence never sleeps. Financial institutions have pulled out all the stops to fit AI into their own operations.

5 min read

ETFs

The Vanguard Patent Shaking Up the Fund Industry

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Nearly 50 years ago, Vanguard disrupted the investing world by launching the first index fund for individual investors. Now comes the sequel.

5 min read

Advisor Upside

Morgan Stanley Clients Earned .01% on Cash. Now, They’re Suing

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A class-action lawsuit filed by a former Morgan Stanley customer revolves around cash sweeps that earn additional income on uninvested cash.

2 min read

Banking

Wall Street Takes Back Equity Underwriting Top Spots

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American firms like Goldman Sachs and JPMorgan have clawed their way back to the top of the global equity underwriting rankings.

1 min read

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Artificial Intelligence

The SEC Probes AI Use at Investment Advisory Firms

As the world of high finance ushers in an era of AI, the SEC has begun investigating how investment advisory firms use the technology.

2 min read
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Regulation

Washington Wants More Rules, Bankers Have Concerns

Top bosses from eight major financial institutions appeared before a Senate committee to give their opinion on looming banking reforms.

2 min read
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Inflation & Prices

Deflation Begins to Hit Durable Goods

Slowing inflation usually means prices are rising, just not as fast as before. But now there is actual deflation.

2 min read

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