| Similar Articles |
|---|
 |
Registered Rep.
November 10, 2010
Diana Britton |
Outlook 2011: Multi-Year Bull Market Upon Us We are in a multi-year bull market for equities, especially emerging market equities, said panelists at Morgan Stanley Smith Barney's 2011 outlook event Wednesday.   |
BusinessWeek
June 10, 2010 |
Picks from Morgan Stanley's David Darst Morgan Stanley's chief investment strategist likes U.S. blue chips, Europe, and junk bonds. |
On Wall Street
December 1, 2011
Elizabeth Wine |
Best Bets for 2012 All analysts acknowledge the whipsaw volatility of the stock market, and many are looking to income generators. Most are fans of dividend-paying stocks from companies with strong balance sheets. |
On Wall Street
October 1, 2010
Neil O'Hara |
Alternatives: Vehicles That Smooth Returns A decade of tepid returns in the equity market has increased interest in investments that exhibit low correlation to traditional asset classes like stocks or bonds. |
Financial Planning
August 1, 2008
Elizabeth O'Brien |
The Little Book that Saves Your Assets Most experienced financial planners will already be familiar with most of the material in David M. Darst's book, The Little Book That Saves Your Assets, but it's lessons are timeless, and this highly readable book would make a great gift for clients and junior planners. |
Registered Rep.
March 7, 2011
Jerry Gleeson |
Morgan Stanley May Drop "Smith Barney" From Name Will the Smith Barney name go the way of A.G. Edwards, Bear Stearns, and other brokerages whose historic identities were sublimated following acquisitions by larger firms? |
Real Estate Portfolio
Jul/Aug 2003 |
Strategy Session Real Estate Portfolio was at the Board of Governors luncheon at the 2003 NAREIT Institutional Investor Forum where three top U.S. market strategists discussed the market, the economy, world affairs, and other topics of interest. Here is an excerpt from the ensuing conversation. |
Registered Rep.
October 22, 2009
Christina Mucciolo |
MSSB Plans to Double Size of U.S. Division For Ultra Wealthy Morgan Stanley Private Wealth Management will exclusively serve clients with a minimum of $20 million in assets. |
Registered Rep.
April 21, 2010
Jerry Gleeson |
Morgan Stanley Profits Rise, Advisor Count Flat Morgan Stanley on Wednesday reported higher-than-expected revenues and profits in the first quarter, lifted by its acquisition last spring of Smith Barney and by higher fixed income. |
The Motley Fool
May 17, 2010
Alex Dumortier |
This Bull Market Is Dead -- What to Do Now It's time for investors to think proactively. |
Registered Rep.
June 1, 2009
David Geracioti |
Can You Say, "Morgan Stanley Smith Barney?" The Joint Venture Launches Today The deal merging Citi's brokerage (Smith Barney) with Morgan Stanley's Global Wealth Management Group is closed -- ahead of schedule. |
Registered Rep.
March 8, 2012
Kristen French |
Due Diligence: Morgan Stanley Advisors Paid to Put Clients in New Amex Credit Card Morgan Stanley Smith Barney financial advisors and client service associates will get a "small" amount of compensation for the administrative process of handling card sign up. |
On Wall Street
February 1, 2011
Elizabeth Wine |
Roller Coaster REIT Ride REITs had a strong run last year, notching gains of nearly 28% as the sector began to recover from the real estate bust. But industry watchers are divided as to whether it is worth jumping on the bandwagon now, or waiting a few more years. |
Registered Rep.
January 14, 2011
Kristen French |
Some MSSB Advisors Upset by Johnston's Departure Morgan Stanley CEO James Gorman announced Thursday that Greg Fleming, head of the firm's asset management business, will replace Charles Johnston as head of wealth management. |
On Wall Street
February 1, 2011 |
Who's News Greg Fleming, David Cooper, and Michael Kidd are new hires at major investment firms |
Financial Advisor
May 2006
Louis Stanasolovich |
Managed Futures: Worth A Look Most financial advisors and the general public have little knowledge of managed futures as an investable asset class, but they offer a way to increase returns and diversification in a long-term bear market. |
The Motley Fool
January 17, 2007
Zoe Van Schyndel |
A Farming Fund Sprouts Up If you want to farm the market by investing in agricultural commodities, PowerShares DB Agriculture Fund is one way to accomplish that, but be aware of this fund's complexity and the potential for a wild ride. |
Registered Rep.
October 20, 2010
Kristen French |
Morgan Stanley Q3 Earnings Dive 67%, Wealth Management Is Most Profitable Division Morgan Stanley Smith Barney dunked into the red in the third quarter, with earnings falling 67 percent to 5 cents a share, due to a sharp decline in the firm's institutional securities business. |
Financial Planning
April 1, 2005
O'Toole & Steiny |
Rain or Shine Your ability to react to shifting market cycles will set you apart. By educating your clients and building an adaptable investment management strategy now, you'll be well prepared for the good times--and the bad. |
Registered Rep.
January 20, 2010
Halah Touryalai |
Wealth Management Has Strong Fourth Quarter At Morgan, BofA Neither Morgan Stanley Smith Barney nor Bank of America ended 2009 with a bang in the earnings department. But their wealth management units were pockets of strength. |
Registered Rep.
July 21, 2011
Kristen French |
Morgan Stanley Plans More Cost-cutting in Retail Brokerage; Integration on Target, Net Asset Flows Up Morgan Stanley financial advisors should expect more cost-cutting in the global wealth management division in coming quarters. |
On Wall Street
September 1, 2011
Lorie Konish |
Morgan Stanley Smith Barney's $1 Trillion Target Morgan Stanley Smith Barney focuses on growing its Consulting Group division, where it aims to double the assets in the managed account group to more than $1 trillion within the next five years. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
Registered Rep.
January 28, 2011
Susan Konig |
Morgan Stanley Defers Branch Manager Bonuses The announcement comes after Morgan Stanley reported 35 percent increase in fourth-quarter profits, despite a dip this fall in fixed income trading revenues. |
Registered Rep.
October 21, 2009
Kristen French |
Morgan Posts First Profit In Year The company' results were boosted by higher underwriting fees and trading revenue, as well as the firm's acquisition of Smith Barney. |
BusinessWeek
May 20, 2010
Thomasson & Nazareth |
Seeking Bargains in Battered Europe Investing in Europe now is a bet that the debt crisis will be contained and that the weaker euro will help big exporters improve sales. |
On Wall Street
May 1, 2011
Lorie Konish |
Morgan Stanley Smith Barney Sharpens Its Focus With the two-year anniversary of the creation of Morgan Stanley Smith Barney, the industry's largest brokerage business continues to take shape. |
Registered Rep.
April 25, 2011
Brad Zigler |
Managed Futures Mainstreamed Changes in the regulatory scheme have since allowed the creation of lower-cost commodity-based mutual funds and exchange-traded products which can be marketed by Series 7 folk and RIA associates. |
On Wall Street
January 1, 2011 |
Michael McGrath In 2009, I became head of Alternative Investments for Morgan Stanley Smith Barney. Its joint venture with Smith Barney that same year gave me the opportunity to expand my horizons. |
On Wall Street
December 1, 2011 |
Who's News Morgan Stanley Smith Barney hired three advisors from UBS Financial Services... Bank of America Merrill Lynch hired Morgan Stanley Smith Barney advisors Raymond Stacy and Christopher Pieper... Wells Fargo Advisors hired advisor Zoran Vaz... |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Registered Rep.
March 13, 2012
Diana Britton |
Yield of Dreams: More Proof the Breakaway Trend May Not be Overhyped A $300 million Morgan Stanley Smith Barney team has left the wirehouse for the greener pastures of LPL Financial, their IBD, and Fidelity, their custodian. The move is the latest example of the breakaway broker trend. |
Registered Rep.
March 9, 2011
Kristen French |
Morgan Stanley Cutting 200-300 FAs And Trainees The firm's wealth management division, Morgan Stanley Smith Barney, should end the quarter with about 17,800 advisors, still the largest brokerage force in the U.S. by headcount. |
Financial Advisor
July 2011
Virginia Munger Kahn |
Natural Selection Are futures or natural resource stocks the best way to get commodity exposure? |
Investment Advisor
September 2009
James J. Green |
Danger & Opportunity: Futures Education Michael Bulley, senior VP for research and risk management for Steben & Co. in Rockville, Maryland, a firm that has specialized in managed futures funds for 20 years, on what you should know about managed futures. |
The Motley Fool
September 18, 2009
Morgan Housel |
Citigroup Hates Its Profitable Assets With Smith Barney divested, shareholders may wonder where profits will come from. |
Registered Rep.
August 26, 2010
John Aidan Byrne |
Neck And Neck, Morgan and Merrill On Hiring Sprees Both firms say they plan to add net financial advisors in 2010, adding to stated plans to sign up 2,000 trainees each this year. |
BusinessWeek
September 27, 2004
Christopher Farrell |
Why TIPS Are Still a Buy Despite a recent slide, Treasury Inflation-Protected Securities provide a sound inflation hedge. They will, indeed, behave as they were intended to -- if you hold them until maturity. |
On Wall Street
August 1, 2011 |
Who's News Bank of America Merrill Lynch hired Morgan Stanley Smith Barney advisor David Massey... HighTower Advisors has hired a three-member MSSB team... UBS Wealth Management Americas has hired MSSB executive Jon Mallon... etc. |
Registered Rep.
April 21, 2011
Kristen French |
Morgan Stanley Wealth Management Assets Up, Headcount and Margins Down Morgan's other two divisions -- institutional securities and asset management -- recorded declines in income and revenues. |
Registered Rep.
July 21, 2010
Jerry Gleeson |
Assets, Advisors Decline at Morgan Stanley Smith Barney in Q2 Morgan Stanley is making continued progress on its integration with Smith Barney, but declines in assets and headcount suggest it may be feeling the pain of client and advisor departures. |
Registered Rep.
January 12, 2009
Halah Touryalai |
Citi Grabs a Lifeline, Morgan Stages a Coup Despite a $45 billion capital injection from the government in 2008, Citi is in dire enough need of capital that it is planning to spin off its retail brokerage operation, Smith Barney, according to reports, in a joint venture with cross-town rival Morgan Stanley |
Registered Rep.
March 1, 2008
Stan Luxenberg |
To Heck With Modern Portfolio Theory Are investors overdoing their foreign exposure? No, according to a growing number of financial advisors, who urge investors to put 30 percent to 50 percent of assets abroad. |
Registered Rep.
February 3, 2012
Kristen French |
Fight for Facebook Shares May Be Messy How the timing of the Facebook IPO matches with the completed integration of the Morgan Stanley and Smith Barney platforms, will play a big role in determining how shares are divvied up. |
Financial Advisor
August 2009
Jeff Schlegel |
Seeking Alternatives Managed futures generate interest as people pick up the pieces of their shattered stock and bond portfolios. |
Registered Rep.
October 18, 2007
Halah Touryalai |
At Citi, Profits Are Down; Smith Barney Wins Five Morgan FAs With Nearly $600m AUM; ML Loses Two Citigroups' third-quarter profits are down 57%... over at its Smith Barney unit, Charlie Johnston's team had a pretty good recruiting week... etc. |
On Wall Street
April 1, 2012
Tom Steinert-Threlkeld |
Morgan Stanley Smith Barney Starts Merging Client Accounts The big switch has begun. Morgan Stanley recently brought the first 10% of Smith Barney customer accounts over from their digital homes on Citigroup information systems. |
Registered Rep.
December 15, 2010
Jerry Gleeson |
A New Role for Top MSSB FAs: Bloggers Mike Ross, a portfolio manager at Morgan Stanley Smith Barney who oversees $500 million with a partner, now has a new role: wirehouse blogger. |
On Wall Street
November 1, 2009
Helen Kearney |
Back on the Front Lines Over the past few months, both UBS and Morgan Stanley Smith Barney have completed their transitions to the 'complex' management structure. Many of the branch managers affected haven't had a book of business for years and say it's not an easy thing to conjure up overnight. |
BusinessWeek
May 28, 2007
Frederik Balfour |
Can China Defuse Its Stock Market? Index futures might create stability, but Beijing fears they could prick the bubble. |
