About The Schultz Group (Morgan Stanley) At the Schultz Group, we pride ourselves on providing personalized wealth and estate management services to the exceptional people that we are privileged ...

Morgan Stanley, where he led the bank's AI, machine learning, analytics, and data for its wealth management business. Improving technology and digital offerings within Citi's wealth management ...

Stocks in Focus. In this article, we are going to take a look at where Morgan Stanley (NYSE:MS) stands against other stocks ...

Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay ...

Merrill, NewEdge Advisors, Morgan Stanley, RBC Wealth Management and Raymond James all figured this week on the losing or ...

Citi tapped Dipendra Malhotra, head of analytics, AI and data at Morgan Stanley's wealth management unit, as head of wealth technology Monday. Malhotra will begin his new role in late May ...

In an October interview with CNBC, he emphasized that the technology is ... in investment banking, wealth management, and institutional securities. Morgan Stanley Wealth Management, bolstered ...

In recent months, Citi has brought in experienced leaders from competitors like Morgan Stanley to bolster the bank's wealth management division, focusing on technology and investment strategy. The new ...

Morgan Stanley discovered last year that a yearslong brokerage customer had been convicted in 2005 in a U.S. court—for lying ...

Morgan Stanley has hired investment bankers Jon Swope and Mark Filenbaum as managing directors in its health-care investment ...

Morgan Stanley is reportedly planning to lay off about 2,000 employees but is exempting from the cuts its financial advisors, who have become an increasingly important engine of the company’s ...