Wirehouse http://wealthmanagement.com/taxonomy/term/39431/more en Morgan Stanley Fills Gaps Left by Ketterer http://wealthmanagement.com/wirehouse/morgan-stanley-fills-gaps-left-ketterer <div class="node-body article-body">In a memo to advisors, Morgan Stanley said it has restructured its executive team, following head of strategy and client management Doug Ketterer’s recent departure. Sara Furber and Shelley O’Connor will assume some of his responsibilities. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wirehouse/morgan-stanley-fills-gaps-left-ketterer" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/morgan-stanley-fills-gaps-left-ketterer#comments Wirehouse Tue, 03 Mar 2015 19:19:00 +0000 798601 at http://wealthmanagement.com BofA Merrill Lynch Hires Lewis Steinberg from Credit Suisse - Memo http://wealthmanagement.com/people/bofa-merrill-lynch-hires-lewis-steinberg-credit-suisse-memo <div class="field-byline"> Reuters </div> <div class="node-body article-body">Bank of America Corp's Merrill Lynch unit has hired Lewis Steinberg from Credit Suisse Group AG to serve as its in-house tax expert, according to an internal memo seen by Reuters.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/bofa-merrill-lynch-hires-lewis-steinberg-credit-suisse-memo" target="_blank">read more</a></p> http://wealthmanagement.com/people/bofa-merrill-lynch-hires-lewis-steinberg-credit-suisse-memo#comments People Wirehouse Tue, 03 Mar 2015 13:41:00 +0000 797991 at http://wealthmanagement.com Copyright Mario Tama, Getty Images Morgan Stanley Head of Strategy Doug Ketterer to Retire http://wealthmanagement.com/people/morgan-stanley-head-strategy-doug-ketterer-retire <div class="node-body article-body">Morgan Stanley told advisers on Thursday that Doug Ketterer, the firm's head of strategy and client management, is retiring, according to an internal memo sent to employees and seen by Reuters.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/morgan-stanley-head-strategy-doug-ketterer-retire" target="_blank">read more</a></p> http://wealthmanagement.com/people/morgan-stanley-head-strategy-doug-ketterer-retire#comments People Wirehouse Thu, 26 Feb 2015 19:59:00 +0000 794521 at http://wealthmanagement.com <p>Doug Ketterer</p> Merrill Lynch Hires Two Advisors from UBS http://wealthmanagement.com/people/merrill-lynch-hires-two-advisors-ubs <div class="field-byline"> Reuters </div> <div class="node-body article-body">Bank of America Corp's Merrill Lynch unit said on Thursday it hired financial advisers Michael Calvin and Guy Clayton from UBS Financial Services for its Lakeway, Texas office.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/merrill-lynch-hires-two-advisors-ubs" target="_blank">read more</a></p> http://wealthmanagement.com/people/merrill-lynch-hires-two-advisors-ubs#comments People Wirehouse Thu, 26 Feb 2015 17:42:00 +0000 794331 at http://wealthmanagement.com Copyright Mario Tama, Getty Images Morgan Stanley to Pay $2.6 Billion to Settle Mortgage-Bond Claims http://wealthmanagement.com/wirehouse/morgan-stanley-pay-26-billion-settle-mortgage-bond-claims <div class="field-byline"> Reuters </div> <div class="node-body article-body">Morgan Stanley said it will pay $2.6 billion to the U.S. government to resolve potential claims stemming from the sale of mortgage bonds before the financial crisis, reducing its 2014 profit by more than half.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wirehouse/morgan-stanley-pay-26-billion-settle-mortgage-bond-claims" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/morgan-stanley-pay-26-billion-settle-mortgage-bond-claims#comments Legal Wirehouse Thu, 26 Feb 2015 14:10:00 +0000 793421 at http://wealthmanagement.com Bank of America Americas Equities Boss Mulholland Retires http://wealthmanagement.com/people/bank-america-americas-equities-boss-mulholland-retires <div class="field-byline"> Reuters </div> <div class="node-body article-body">Bank of America Merrill Lynch's head of equities for the Americas Henry Mulholland will retire after more than 25 years with the bank, according to an internal memo obtained by IFR.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/bank-america-americas-equities-boss-mulholland-retires" target="_blank">read more</a></p> http://wealthmanagement.com/people/bank-america-americas-equities-boss-mulholland-retires#comments People Wirehouse Wed, 25 Feb 2015 09:51:00 +0000 792561 at http://wealthmanagement.com Copyright Mario Tama, Getty Images Bank of America Chips Away at Brokerage Industry Truce http://wealthmanagement.com/wirehouse/bank-america-chips-away-brokerage-industry-truce <div class="field-byline"> Reuters </div> <div class="node-body article-body">For the last decade, Wall Street brokerages have had a pact not to sue brokers that leave their firms and try to take clients with them. Now Bank of America Merrill Lynch, one of the founding signers of the truce, is taking steps to erode the agreement, industry lawyers say.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wirehouse/bank-america-chips-away-brokerage-industry-truce" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/bank-america-chips-away-brokerage-industry-truce#comments Industry Legal Wirehouse Mon, 23 Feb 2015 12:00:00 +0000 790001 at http://wealthmanagement.com Morgan Stanley Breach Probe Shifts to Hacker from Fired Employee - WSJ http://wealthmanagement.com/wirehouse/morgan-stanley-breach-probe-shifts-hacker-fired-employee-wsj <div class="field-byline"> Reuters </div> <div class="node-body article-body">U.S. authorities are investigating whether a hacker is behind the online publication of a cache of Morgan Stanley's client data and not the financial adviser who was fired in connection with the breach, the Wall Street Journal reported, citing people familiar with the matter.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/wirehouse/morgan-stanley-breach-probe-shifts-hacker-fired-employee-wsj" target="_blank">read more</a></p> http://wealthmanagement.com/wirehouse/morgan-stanley-breach-probe-shifts-hacker-fired-employee-wsj#comments Legal Wirehouse Thu, 19 Feb 2015 14:46:00 +0000 786631 at http://wealthmanagement.com <p>A data breach last month led to the account information of 350,000 Morgan Stanley clients to be stolen.</p> Copyright Spencer Platt, Getty Images When You Move, Clients Move Too http://wealthmanagement.com/careers/when-you-move-clients-move-too <div class="node-body article-body">All too often, advisors get caught up in the logistics and timing of a move without thoroughly considering how it will impact clients. That could prove disastrous. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/when-you-move-clients-move-too" target="_blank">read more</a></p> http://wealthmanagement.com/careers/when-you-move-clients-move-too#comments Business Planning Client Relations Wirehouse Careers Tue, 17 Feb 2015 10:05:00 +0000 781901 at http://wealthmanagement.com Derek Jeter, Free Agent? http://wealthmanagement.com/blog/derek-jeter-free-agent <div class="node-body blog-body">New York Yankees legend Derek Jeter never tested the free agent waters during his long playing career, but now that he's retired, his estimated $200 million net worth is causing a bidding war of sorts among financial firms looking to help him manage it</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/derek-jeter-free-agent" target="_blank">read more</a></p> http://wealthmanagement.com/blog/derek-jeter-free-agent#comments Blogs High Net Worth Wirehouse The Daily Brief Tue, 17 Feb 2015 10:00:00 +0000 781951 at http://wealthmanagement.com