Deals & People

McColgan To Exit Morgan Stanley

Ellyn McColgan, president and COO of the global wealth management group at Morgan Stanley, will not be around when the group merges with Smith Barney, according to a...

Wilt&Team Set a New Course

One of the nation’s leading retirement plan adviser teams has broken its long-standing wirehouse ties, and embraced an independent affiliation.

Barry Named for UBS CEFS Sales Post

UBS Corporate Employee Financial Services (CEFS), a provider of equity compensation plan administration and wealth management services, has named Michael F. Barry to the position of executive director,...

Morgan Stanley Smith Barney is Born

Morgan Stanley agreed Tuesday to a joint venture with Citigroup, forming the largest brokerage in the world with 20,000 financial advisers and $1.7 trillion in client assets.