other

Morgan Stanley

PURCHASE, NY

CRD: 149777

In network coverage since October 18, 2026 · 16+ stories

$2TRegulatory AUMSEC Form ADV · Oct 17

29,481EmployeesForm ADV

9Deals on our tracker

-9Talent net · 12 months0 in · 9 out

Regulatory AUM · Aug 16 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net -9 · 0 incoming events · 9 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 →

Oct 13, 26Deal closedEquus Capital Partners · JLL Capital Markets · Bank of America · $718M — coverage

Oct 13, 26Deal closedJLL Capital Markets · Equus · Project Pegasus Industrial Portfolio · Bank of America · $718M — coverage

Oct 12, 26Deal announcedBNP Paribas · The RMR Group — coverage

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

Network coverage

the_wrap

Capital Group publishes 4%–5.5% range; Vanguard plans CITs

The framework models a 30-year retirement; Vanguard's planned trust series holds more equity through the glide path.

vehicles · Oct 23First Trust seeks vote-free sub-adviser swaps at 22 funds

direct_lending · Oct 23Obra Capital closes fifth CLO at $403.6 million

Moves · Oct 22RBC Wealth Management hires UBS's $1B Nepa/Susco team in Pittsburgh

the_wrap · Oct 22Plan sponsors rank 401(k) education a top concern as workers lose track of old plans

the_wrap · Oct 22Capital Group adds retirement income to target-date funds; HSA invested balances top $100 billion

advisers · Oct 22Morgan Stanley survey: 45% of sponsors rank 401(k) education among their top three concerns

plans · Oct 21Morgan Stanley survey: 69% of plan sponsors rank advisor a top lineup resource

Moves · Oct 20Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples

plans · Oct 20Morgan Stanley survey finds 93% of employers rank 401(k)s among employees' top five benefits

debt · Oct 20Blackstone's $1.3 billion multifamily CMBS loan enters special servicing

policy · Oct 19ICI CEO Eric Pan sets June 30, 2027 departure as board seeks successor

launches · Oct 19WisdomTree brought two actively managed long/short equity ETFs to market

direct_lending · Oct 19CIC Private Debt prices €403.75m Victory Street CLO III through BNP Paribas

the_wrap · Oct 19Nuveen Private Capital reached $100bn AUM; Stewart Foley set insurers' direct-lending test

Moves · Oct 18Rockefeller Global Family Office adds $1.2 billion Truist team in Naples