other

Morgan Stanley

PURCHASE, NY

CRD: 149777

In PWD coverage since September 28, 2026 · 16+ stories

$2TRegulatory AUMSEC Form ADV · Oct 3

29,481EmployeesForm ADV

6Deals on our tracker

-8Talent net · 12 months0 in · 8 out

Regulatory AUM · Aug 16 – Oct 3

Observed recruiting events · 12 monthsOn the wire →

Net -8 · 0 incoming events · 8 outgoing events

TruCore Advisors

Aug 26 · team liftout

Arrivals

None tracked.

Departures

Mitch Edwards

Aug 13 · to UBS

Jeff Stanley

Aug 13 · to UBS

James Taylor

Aug 27 · to Wells Fargo

Virgin-Herzburg Wealth Partners

Sep 4 · to Rockefeller Global Family Office

Caitlin Alcon

Sep 4 · to UBS

Richard Horn

Sep 4 · to UBS

Deal recordFull tracker →

Sep 13, 26Deal closedRoyal London Asset Management — coverage

Sep 10, 26Deal closedContego CLO X · Five Arrows Managers — coverage

Aug 26, 26Fund launchSymetra Investment Management — coverage

Aug 25, 26Deal announcedMillennium Partners · Barclays · Nuveen Green Capital · JLL · $856M — coverage

Aug 17, 26Deal announced — coverage

Aug 17, 26Fund launch — coverage

PWD coverage

M&A

Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model

The deal is expected to close at year's end and would give Bahnsen a second Florida location.

Moves · Oct 5Merrill hires Morgan Stanley and Wells Fargo teams managing $770 million

Features · Oct 3Fidelity tells sub-$100 million RIA clients to reach $100 million or leave by mid-2027

Features · Oct 3Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books

debt · Oct 1The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall

the_tape · Oct 1BlackRock files to add ETF share classes to five active funds holding $55 billion

Moves · Oct 1Morgan Stanley advisor Dana Cornell, who oversaw $1 billion, joins Uniting Wealth Partners

move · Sep 30Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte

etps · Sep 30HANetf ETCs and HSBC's RedCoin list zero assets as Franklin, Goldman seek crypto cash

the_wrap · Sep 30HSBC hedges HANetf bitcoin ETCs while readying Hong Kong dollar stablecoin

adoption · Sep 30Morgan Stanley builds internal lab to test stablecoins and DeFi

move · Sep 29Most remaining Wells producing managers told to pick clients or management

move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum

the_tape · Sep 29BlackRock model rebalance sends $2.2 billion into iShares Large Cap Core Active ETF over five days

practice · Sep 28Ameriprise pays advisors $1,000 or a fee share to send clients to its virtual desk

Data · Sep 28Cox Capital tenders $40 million at 12.5% below NAV, naming a price for private credit exits

Morgan Stanley

Bahnsen Group to acquire $1.1 billion Hightower Naples under its franchise model

The Family Office Daily Briefing