AMERICA'S TOP WOMEN WEALTH ADVISORS.

Authors: KLEBNIKOV, SERGEI (AUTHOR), RESEARCH, SHOOK (AUTHOR)

Source: Forbes. Feb/Mar2025, Vol. 208 Issue 1, p59-62. 3p. 3 Cartoon or Caricatures.

Subject Terms: *Wealth management services, *Corporate profits, *Financial counseling, *Financial planners, *Industrial management

Company/Entity: Morgan Stanley & Co. LLC , UBS AG 022700199 UBS

AMERICA’S TOP WEALTH ADVISRS.

Authors: KLEBNIKOV, SERGEI (AUTHOR)

Source: Forbes. Apr/May2024, Vol. 207 Issue 2, p55-60. 5p. 2 Color Photographs.

Subject Terms: *Wealth management services, *Wealth, *Interest rates, Economic uncertainty

Geographic Terms: America

Company/Entity: Morgan Stanley & Co. LLC

AMERICA'S TOP NEXT-GEN WEALTH ADVISORS.

Authors: KLEBNIKOV, SERGEI (AUTHOR), RESEARCH, SHOOK (AUTHOR)

Source: Forbes. Aug/Sep2024, Vol. 207 Issue 4, p71-74. 3p. 3 Cartoon or Caricatures.

Subject Terms: *Financial planners, *Wealth management services

Company/Entity: Morgan Stanley & Co. LLC

Morgan Stanley SWOT Analysis.

Source: Morgan Stanley SWOT Analysis. 12/27/2024, p1-6. 6p.

Subject Terms: *Financial services industry, *SWOT analysis

Geographic Terms: New York (N.Y.)

Company/Entity: Morgan Stanley & Co. LLC

Seven Lessons for New Retirees.

Authors: SOLHEIM, MARK (AUTHOR)

Source: Kiplinger Personal Finance. Sep2024, Vol. 78 Issue 9, p58-59. 2p. 1 Color Photograph.

Subject Terms: *Retirees, *Individual retirement accounts, *401(k) plans, *Personal finance, *Interest rates, *Four day week, *Financial planners, *Social security

Company/Entity: Morgan Stanley & Co. LLC

Morgan Stanley SWOT Analysis.

Source: Morgan Stanley SWOT Analysis. 11/22/2023, p1-7. 7p.

Subject Terms: *Financial services industry, *SWOT analysis

Geographic Terms: New York (N.Y.)

Company/Entity: Morgan Stanley & Co. LLC

MEETING THE SURGE: ADMINISTRATORS ELEVATE CLIENT NEEDS. (cover story)

Source: Global Custodian. 2024 Annual, p87-95. 9p. 1 Color Photograph, 8 Charts, 14 Graphs.

Subject Terms: *Investors, *Environmental responsibility, *Contracts, *Hedge funds, Robotic process automation, Intelligent personal assistants

Company/Entity: Morgan Stanley & Co. LLC

Banking on the Party.

Authors: Chan, Cathy (AUTHOR)

Source: Bloomberg Businessweek. Aug2024, Issue 4822, p11-13. 3p. 2 Color Photographs.

Subject Terms: *Investment banking, *Banking industry, *International banking industry, *Going public (Securities), *Chief operating officers, Oaths

Company/Entity: Morgan Stanley & Co. LLC

Beyond borders: investigating the impact of the 2023 Israeli–Palestinian conflict on global equity markets.

Authors: Goyal, Priyanka¹ (AUTHOR) goyalpriyanka729@gmail.com, Soni, Pooja¹ (AUTHOR) pooja06@pu.ac.in

Source: Journal of Economic Studies. 2024, Vol. 51 Issue 8, p1714-1731. 18p.

Subject Terms: *Abnormal returns, *Financial market reaction, *Investors, *Capital investments, *Export marketing, *Portfolio diversification

Company/Entity: Morgan Stanley & Co. LLC

New Issues.

Source: Bond Buyer. 12/10/2024, Vol. 369 Issue 36221, p6-9. 4p. 7 Charts.

Subject Terms: *Occupational training, *Central business districts, Marketplaces

Company/Entity: Morgan Stanley & Co. LLC

Ex-Morgan Stanley advisors’ $3M win could open deferred comp floodgates.

Authors: Shaw, Dan (AUTHOR)

Source: Financial Planning. Jun2024, Vol. 54 Issue 5, p14-16. 3p. 1 Color Photograph.

Subject Terms: *Lawyers, *Consultants, *Workers' compensation, Employee Retirement Income Security Act of 1974

Company/Entity: Morgan Stanley & Co. LLC , Financial Industry Regulatory Authority

ASIA.

Source: Euromoney. Jul/Aug2024, Vol. 55 Issue 645, p133-152. 20p. 11 Color Photographs.

Subject Terms: *Convertible bonds, *Going public (Securities), *Electronic funds transfers, *Bank mergers, *Financial inclusion, *Business planning, *Cooperative banking industry, *Onboarding (Management coaching)

Geographic Terms: Asia

Company/Entity: Morgan Stanley & Co. LLC

With A Little Help From My Friends.

Authors: Spinale, Laura

Source: Global Finance. Sep2024, Vol. 38 Issue 8, p47-54. 8p. 7 Color Photographs.

Subject Terms: *Cryptocurrencies, *Financial inclusion, *Insurance companies, *Banking industry, *Personal finance, Social impact assessment, Environmental education

Company/Entity: Morgan Stanley & Co. LLC

Performance and Professional Identity Construal in Inter-industry Networking Using Four Identity Categories.

Authors: Militello, Jacqueline¹ (AUTHOR) jackie@militellos.net

Source: Management Communication Quarterly. Aug2024, Vol. 38 Issue 3, p534-561. 28p.

Subject Terms: *Professional identity, *Occupational roles, *Professions, Symbolic capital, Self-presentation

Geographic Terms: Hong Kong (China)

Company/Entity: Morgan Stanley & Co. LLC

Responsible Bond Strategy Has Overweight in Renewables Sector.

Source: Wall Street Transcript. 9/7/2024, p24-27. 4p.

Subject Terms: *Financial market reaction, *Investors, *Portfolio management (Investments), *Spread (Finance), *Interest rates, *Bond funds, *Asset backed financing

Company/Entity: Morgan Stanley & Co. LLC

Morgan Stanley SWOT Analysis.

Source: Morgan Stanley SWOT Analysis. 12/16/2022, p1-7. 7p.

Subject Terms: *Financial services industry, *SWOT analysis

Geographic Terms: New York (N.Y.)

Company/Entity: Morgan Stanley & Co. LLC

Using AI to Build Stronger Connections with Customers.

Authors: Burns, Maureen¹, Sankar-King, Sharona², Dell’Orto, Priscilla³, Roma, Eduardo³

Source: Harvard Business Review Digital Articles. 8/1/2023, p1-5. 5p.

Subject Terms: *Consumers, *Customer relations, *Artificial intelligence, *Business enterprises, Machine learning, Language models

Company/Entity: Morgan Stanley & Co. LLC

'A really rational IPO environment': What does it takes for a biotech to go public now?

Authors: Masson, Gabrielle (AUTHOR)

Source: FierceBiotech. 1/24/2025, pN.PAG-N.PAG. 1p.

Subject Terms: *Going public (Securities), *Mergers & acquisitions, *Stocks (Finance)

Company/Entity: Morgan Stanley & Co. LLC

Banks Including JPMorgan Chase And Morgan Stanley Reportedly Cutting Back DEI References—Here Are All The Companies Rolling Back DEI.

Authors: Murray, Conor (AUTHOR), Bohannon, Molly (AUTHOR)

Source: Forbes.com. 2/17/2025, pN.PAG-N.PAG. 1p.

Subject Terms: *Business enterprises, *Banking industry

Company/Entity: Morgan Stanley & Co. LLC

From Kathmandu To Beverly Hills: Meet A $400 Million Morgan Stanley Advisor Not Above Cold-Calling.

Authors: Klebnikov, Sergei (AUTHOR)

Source: Forbes.com. 2/11/2025, pN.PAG-N.PAG. 1p.

Subject Terms: *Financial planners, *Wealth management services, *Consultants, Villages

Company/Entity: Morgan Stanley & Co. LLC