Investment Platforms
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Morgan Stanley Posts Q2'09 Loss, SB Venture Boosts Wealth Sales
By Janet LevauxThe 18,444 Morgan Stanley Smith Barney advisors had average annualized revenue of $671,000 and average client assets of $77 million in the quarter ended June 30, 2009.
June 16, 2009
Swiss Re Sells ConningAquiline Capital Partners L.L.C., a private equity firm, has acquired Conning Research & Consulting from Swiss Reinsurance Company for a price that was not disclosed.
June 15, 2009
BlackRock to Acquire Barclays Global for $13.5 BillionDeal will create firm with $2.7 trillion in AUM
June 01, 2009
Edward Jones Revamps Transition PackageTo help grow its advisor force this year, Edward Jones has developed an enhanced transition package for current successful financial advisors who join the firm....
June 01, 2009
A 20-Year Investment ThemeIn September 2007 Schroder launched its ISF Global Climate Change Equity Fund, which is based in Luxembourg and currently only available to European investors. On...
June 01, 2009
Morgan Stanley Moving Ahead With Smith Barney VentureMorgan Stanley says it is on track to raise some $8 billion via recent equity and debt offerings, including the exercise of the over-allotment option,...
May 15, 2009
UBS Outlines Reorganization; Releases Q1'09 ResultsBrokerage firm is sharpening its focus on high-net-worth clients as its growth strategy.
May 01, 2009
Stifel Nicolaus Buys Part of UBSSt. Louis-based Stifel, Nicolaus & company says it has reached a deal with UBS Financial Services to acquire up to 55 branches and 320 financial...