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E-Trade logo from February 3, 2008 to December 31, 2021. In 1982, physicist William A. Porter and Bernard A. Newcomb founded TradePlus in Palo Alto, California, with $15,000 in capital.
In 2011, Putnam received the DALBAR Service Award for the 21st consecutive year for "industry leading service to shareholders and financial professionals." [ 19 ] [ 20 ] On May 31, 2023, Great-West Lifeco announced that Franklin Templeton Investments would acquire Putnam for $925 million.
In March 2021, Morgan Stanley completed its acquisition of Eaton Vance, a deal announced in October 2020. With the addition of Eaton Vance, Morgan Stanley now had $5.4 trillion of client assets across its Wealth Management and Investment Management segments.
Solium Capital, now known as Shareworks by Morgan Stanley, is a subscription-software () company headquartered in Calgary, Alberta, Canada. [1] It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables.
By November 2006, the company had total capital of approximately $66.7 billion and total assets of $350.4 billion and according to the April 2005 issue of Institutional Investor magazine, Bear Stearns was the seventh-largest securities firm in terms of total capital.
J.P. Morgan & Co. is an American financial institution specialized in investment banking, asset management and private banking founded by financier J. P. Morgan in 1871. . Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase, one of the largest banking institutions in the
A custodian bank, or simply custodian, is a specialized financial institution responsible for providing securities services. It provides post-trade services and solutions for asset owners (e.g. sovereign wealth funds, central banks, insurance companies), asset managers, banks and broker-dealers.
On November 29, 2007, Morgan Stanley announced that Cruz was resigning as co-president of the firm and that she would retire immediately. [ 6 ] [ 7 ] Following Morgan Stanley, Cruz was on the board of trustees for the Harlem Children’s Zone , a nonprofit providing education and social service programs for children in New York.
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