Apparently I erred in my post yesterday. Jim Wiggins, chief spokesman for Morgan Stanley says I must have goofed in reading Bernstein Research yesterday. Wiggins says MSSB gained $22.9 billion for the year in net new client assets, and $14.1 in Q4...
Regular readers will notice that I often quote Brad Hintz and his team at Bernstein Research. I find his research to be insightful. He has an outperform rating on Morgan Stanley. He concludes, "The company's consolidation of the 'Smith Barney'...
The long-awaited SEC staff recommendation on how the heck to improve oversight of investment advisor examinations has arrived; 1.) it recommends charging advisory firms more dosh to help cover the cost of increased examinatinos; 2.)authorizing a...
Bernstein Reaserch's Brad Hintz and his team today issues this buy recommendation --- oops., I mean outperform --- on Wells Fargo (U.S. Large Cap Banks). [His team also liked: CME (US Brokers), MetLife (MET, U.S. Life Insurance), and SYNOVUS...
Just what the world's economy needs right now: A trade war --- to "protect" American business from "unfair" foreign competition. Sen. Charles Schumer (D-NY) is doing his best Smoot-Hawley routine in ...
It's amazing what a force a little-ole RIA-B/D can become. A certain person in a position to know called our longtime contributor Susan Konig to tell her that a former UBS complex manager Pat Mendenhall, who created a hybrid called U.S. Capital...
Our sister publication, Trusts & Estates magazine and Trustsandestates.com, is covering the Heckerling Institute on Estate Planning down in Orlando this week; it's one of the most prestigious tax and estate planning conferences in the country...
