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Thursday, August 20, 2026The Morning Brief →Sign in
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Morgan Stanley

PURCHASE, NY
CRD: 149777
In PWD coverage since August 18, 2026 · 16+ stories
$2TRegulatory AUMSEC Form ADV · Aug 15
29,481EmployeesForm ADV
2Deals on our tracker
-3Talent net · 12 months0 in · 3 out
Talent flow · 12 monthsOn the wire →
Net -3 · 0 arrivals · 3 departures
David D. Powell
Jul 14 · advisor move
Arrivals
None tracked.
Departures
Mitch Edwards
Aug 14 · to UBS
Jeff Stanley
Aug 14 · to UBS
Unnamed advisors (2)
Aug 14 · to UBS
Deal recordFull tracker →
Aug 17, 26Deal announced — coverage
Aug 17, 26Fund launch — coverage
PWD coverage
products

World Bank's $4 billion bond shows sustainable credit clears at scale

The World Bank's seven-year benchmark was more than two and a half times subscribed. It drew institutional capital and priced 3.9 basis points over Treasuries.
RIA · Aug 19Brookwood hires four partners rather than a buyer
Deals & PE · Aug 19Eagle Point commits $1.3 billion mezzanine to Anthropic data center
RIA · Aug 19Ex-Morgan Stanley advisor says firm retaliated over bias complaint
custody · Aug 19OCC returns Zerohash's trust bank charter application
practice · Aug 19A $40 million book-reassignment suit is a disability-leave warning
move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson
debt · Aug 18Nuveen closes $281M C-PACE loan, a New England record, on Boston condos
move · Aug 18A 35-day round trip shows the risk in a wirehouse transition
The Close · Aug 18Managed accounts become the private-markets front door
RIA · Aug 18Schwab and Morgan Stanley push managed accounts into awkward territory
direct_lending · Aug 18CIC Private Debt resets Victory Street CLO I at €307.5m
distribution · Aug 18Morgan Stanley adds interval and tender-offer funds to UMA
transition · Aug 18Bank of America's $250B plan puts energy, minerals at transition's core
active · Aug 18Leveraged Treasury ETFs: a two-sided bet with a timing tax
active · Aug 18Direxion's leveraged Treasury ETFs offer a two-horizon Fed trade
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