Morgan Stanley
American financial services company
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| February 2025 | A group of 17 U.S. state attorneys general criticized Morgan Stanley for making improper or inadequate disclosures about investments in China. |
| January 23 2025 | Passed away at the age of 94, leaving behind a legacy of Olympic achievement and financial entrepreneurship. |
| January 23 2025 | John Adams Morgan died at the age of 95. |
| January 2025 | Announced departure from the Net-Zero Banking Alliance while maintaining commitment to net-zero carbon emissions transition |
| October 2024 | Entered a 40,000-tonne carbon dioxide removal purchase agreement with Climeworks |
| January 2024 | Morgan Stanley agreed to pay $249 million to settle a criminal investigation and SEC probe related to unauthorized disclosure of block trades by a bank supervisor and another employee. |
| 2023 | Morgan Stanley reported its revenue breakdown, with Wealth Management contributing 48.5%, Institutional Securities 42.6%, Investment Management 9.9%, and Intersegment Eliminations at -1.0%. |
| 2023 | Morgan Stanley ranked No. 61 in the Fortune 500 list of largest United States corporations by total revenue and #30 in Forbes Global 2000. |
| November 2023 | Connecticut Attorney General William Tong announced a $6.5 million settlement with Morgan Stanley for compromising customer personal information due to negligent security practices. |
| May 2 2023 | Announced plans to reduce approximately 3,000 positions (5% of workforce) by the end of June |
| September 2022 | The SEC charged Morgan Stanley for failing to protect personal identifying information of approximately 15 million customers over a five-year period, resulting in a $35 million settlement. |
| 2021 | Fast Company again recognized Morgan Stanley in its list of Best Workplaces for Innovators. |
| 2021 | Morgan Stanley was named Euromoney's best investment bank in the world, highlighting its global financial leadership. |
| March 2021 | Completed acquisition of Eaton Vance, bringing total client assets to $5.4 trillion across Wealth Management and Investment Management segments |
| 2020 | Fast Company included Morgan Stanley in its list of Best Workplaces for Innovators. |
| 2020 | Morgan Stanley was named IFR's Bank of the Year, recognizing its exceptional performance in the financial sector. |
| October 2020 | Morgan Stanley announced its planned acquisition of Eaton Vance. |
| October 2020 | Completed acquisition of E*Trade for $13 billion, the biggest U.S. bank acquisition since the 2008 financial crisis |
| May 2020 | Morgan Stanley agreed to pay a $5 million penalty to the SEC for providing misleading information to retail clients about trade-execution services and transaction costs. |
| February 2020 | Morgan Stanley announced the acquisition of E-Trade. |
| November 2019 | Morgan Stanley fired or placed on leave four traders suspected of concealing $100–140 million in losses through securities mismarking. |
| April 2019 | Morgan Stanley agreed to pay $150 million to settle charges of misleading California public pension funds about mortgage-backed securities risks. |
| February 2019 | Morgan Stanley announced the acquisition of Solium Capital, a manager of employee stock plans, for $900 million. |
| 2018 | Douglas E. Greenberg, a Morgan Stanley broker, was fired after allegations of harassment, threats, and assault against four women, highlighting workplace misconduct issues. |
| 2018 | Morgan married his fifth wife, Connie H. Morgan, with whom he remained until his death. |
| December 2018 | FINRA announced a $10 million fine against Morgan Stanley for failures in anti-money laundering compliance over a five-year period. |
| March 2018 | Morgan Stanley acquired Mesa West, a leading U.S. commercial real estate credit platform, enhancing its investment strategies in real assets and private credit. |
| January 2017 | Morgan Stanley was fined $13 million for overbilling and violating investor asset safeguarding custody rules. |
| August 2016 | Morgan Stanley Hong Kong Securities Ltd. was fined HK$18.5 million by Hong Kong's Securities and Futures Commission for violations of the Code of Conduct, including failure to avoid conflicts of interest. |
| February 2016 | Morgan Stanley agreed to pay $3.2 billion to settle state and federal authorities over mortgage-backed bonds created before the 2008 financial crisis. |
| May 2015 | Morgan Stanley was fined $2 million by FINRA for short interest reporting and rule violations over more than six years. |
| September 2014 | Morgan Stanley agreed to pay $95 million to resolve a lawsuit by public employee retirement systems for misleading investors in mortgage-backed securities. |
| February 2014 | Morgan Stanley agreed to pay $1.25 billion to the US government as a penalty for concealing the full risk associated with mortgage securities. |
| September 29 2013 | Morgan Stanley announced a strategic partnership with Longchamp Asset Management and La Française AM, expanding its asset management distribution capabilities. |
| June 2013 | Morgan Stanley secured all regulatory approvals to buy Citigroup's remaining 35% stake in Smith Barney and prepared to finalize the deal. |
| August 7 2012 | Morgan Stanley agreed to pay $4.8 million in fines to settle a price-fixing scandal, with the Justice Department hoping to send a message to the banking industry. |
| May 31 2012 | Morgan Stanley exercised its option to purchase an additional 14% of the joint venture from Citi. |
| April 25 2012 | Garth R. Peterson, a high-ranking Morgan Stanley real estate executive in China, pleaded guilty to violating U.S. federal anti-corruption laws by secretly acquiring property investments for himself and a Chinese government official. |
| 2011 | Morgan listed Caritas Island, his 3.5-acre private island compound in Stamford, Connecticut, for sale at $18.9 million. |
| April 2010 | Morgan Stanley agreed to pay $14 million to the Commodity Futures Trading Commission for attempting to hide prohibited trading activity in oil futures. |
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