Morgan Stanley

Investments

Morgan Stanley Wants to Woo the Day-Trader Crowd

Photo by Ginton via iStock

Morgan Stanley is doubling down on its pursuit of day traders with a fancy new, souped-up premium platform for retail investing.

1 min read

Photo via LPL Financial

Advisor Upside

Competition Heats Up for Commonwealth Advisors After LPL Deal

Commonwealth advisors are now hot ticket items, and some are being offered lucrative deals from competitors.

2 min read
Photo by Click See via CC BY-SA 2.0

Advisor Upside

Solid Wall Street Earnings Come with a Tariff Asterisk

The latest earnings may not reflect recent market volatility ushered in by the Trump administration’s sweeping tariffs.

1 min read
Photo by Nattakorn Maneerat via iStock

Finance

Trade War Selloff Sends Investors Seeking Shelter Close to Home

The S&P 500 notched its biggest single-day decline in market value terms since the onset of the pandemic on Thursday.

2 min read

Banking

Goldman Realigns Banking and Markets Divisions to Form Mega-Deals Team

Photo by v0v via iStock

The Wall Street firm said parts of its investment banking and markets divisions will be combined to form a team focused on mega-deals.

2 min read

Markets

BlackRock Strikes Deal With Banks to Provide Closely Held Bond Price Data

Photo by Hapabapa via iStock

Real-time prices for corporate bonds are hard to come by. A handful of banks want to bring the closely guarded data into the 21st century.

1 min read

Advisor Upside

Morgan Stanley Converts Mutual Funds into First ‘Pathway’ ETFs

Photo by Hapabapa via iStock

Morgan Stanley is bolstering its ETF suite by converting two mutual funds into exchange-traded funds under the Morgan Stanley Pathway brand.

1 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Andrey Krav via iStock

Finance

How Will Wall Street’s AI Experiment End?

Like money, artificial intelligence never sleeps. Financial institutions have pulled out all the stops to fit AI into their own operations.

5 min read
Photo illustration by Connor Lin / The Daily Upside, Photo via Freepik

ETFs

The Vanguard Patent Shaking Up the Fund Industry

Nearly 50 years ago, Vanguard disrupted the investing world by launching the first index fund for individual investors. Now comes the sequel.

5 min read
Photo by Markus Spiske via Unsplash

Advisor Upside

Advisory Firms Say Thanks, But No Thanks to AI

Artificial intelligence may be one of the fastest-growing tools in business, but don’t tell that to the compliance department.

2 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.