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  2. Recovery of funds from the Madoff investment scandal

    en.wikipedia.org/wiki/Recovery_of_funds_from_the...

    Madoff had no Individual Retirement Accounts, no 401(k), no Keogh plan, no other pension plan and no annuities. He owned less than a combined $200,000 in securities in Lehman Brothers, Morgan Stanley, Fidelity Investments, Bear Stearns, and M&T Bank. No offshore or Swiss bank accounts were listed.

  3. Dean Witter Reynolds - Wikipedia

    en.wikipedia.org/wiki/Dean_Witter_Reynolds

    Dean Witter logo, c. 1990 Prior to its merger with Morgan Stanley, Dean Witter Reynolds was a diversified financial services organization that provided a broad range of investment and consumer credit and investment products and services.

  4. Morgan Stanley - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley

    Morgan Stanley. Morgan Stanley[4] is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 41 countries and more than 75,000 employees, the firm's clients include corporations, governments, institutions, and individuals. [2]

  5. Best online brokers for mutual funds in May 2024 - AOL

    www.aol.com/finance/best-online-brokers-mutual...

    Ally Invest. Ally Invest offers access to more than 12,000 mutual funds. The broker cut its commission on no-load mutual funds to $0 from $9.95 per trade in 2023. The move makes Ally Invest a top ...

  6. James P. Gorman - Wikipedia

    en.wikipedia.org/wiki/James_P._Gorman

    In 2023, Gorman's total compensation from Morgan Stanley was $32.9 million, representing a CEO-to-median worker pay ratio of 241-to-1. [26] In May 2023, Gorman announced his forthcoming retirement as CEO of Morgan Stanley. [27] He was succeeded as CEO by Ted Pick on January 1, 2024, while remaining executive chairman of the firm's board. [28]

  7. Morgan Stanley Wealth Management - Wikipedia

    en.wikipedia.org/wiki/Morgan_Stanley_Wealth...

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  8. Custodian bank - Wikipedia

    en.wikipedia.org/wiki/Custodian_bank

    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. It is not engaged in "traditional" commercial or ...

  9. John J. Mack - Wikipedia

    en.wikipedia.org/wiki/John_J._Mack

    Senior Advisor, KKR. (2012-present) Political party. Independent. Spouse. Christy Mack. Children. 3. John J. Mack (born November 17, 1944) is a senior advisor to the investment firm Kohlberg Kravis Roberts and the former CEO and chairman of the board at Morgan Stanley, the New York –based investment bank and brokerage firm. [1][2]

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