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Wall Street & Technology November 18, 2005 Cory Levine	Framke Promoted to ETrade CIO The appointment of Greg Framke, formerly executive vice-president of ETrade Financial Corp., comes following the retirement of CTO Joshua Levine, who plans to remain with E*Trade as a strategic consultant.
Wall Street & Technology July 18, 2006 Ivy Schmerken	PHLX Is Finetuning its Options Trading Platform to Compete in Penny-Quoting The Philadelphia Stock Exchange's EVP and CIO Bill Morgan cites an increase in tech spending and the expanding role of the CIO as evidence of the importance of the CIO in strategic business planning.
Wall Street & Technology July 17, 2006	AIM Management Group Works on Worldwide System Standardization AIM SVP and CTO John Deane aims to keep the financial firm flexible as it deploys technology across the globe to reduce costs and meet local and international compliance standards.
Wall Street & Technology July 18, 2006	With the INET Integration Underway, Nasdaq's CIO Looks to Crossing Networks Next CIO Anna Ewing has a full agenda with the INET integration, crossing networks, and technology cost reductions on tap for 2006.
Wall Street & Technology July 21, 2006	Raymond James Financial Looks to CRM, Income Processing and a Financial Planning Package CIO Tim Eitel directs the company with an eye on installing a corporation actions income processing system, a customer relationship management system and the rollout of Sungard's financial planning package.
Wall Street & Technology July 18, 2006	ING Investment Management Chief Operating Officer Scott Fox Lays Out the Current and Future Technology Hurdles for His Business COO Scott Fox is out to improve risk management, enhance the trading system, and develop new product lines for the firm. He also intends to make a major push into the derivatives market in 2007.
Wall Street & Technology July 18, 2006	TD Ameritrade's CIO Jerry Bartlett Focuses on Integrating TD Waterhouse Systems and Business Intelligence The CIO will also focus on increasing the advanced programmed trading capabilities for active traders as well as further developing analytics to predict customer behavior.
Wall Street & Technology July 19, 2006	Wachovia Corp. CIO Targets Customer Loyalty, Efficiency, and Mergers and Acquisitions CIO Martin Davis makes customer loyalty initiatives, IT organization efficiency, and M&A top priorities.
InternetNews September 29, 2005 Colin C. Haley	E*Trade Adds Investors With $1.6B Buy The company acquires J.P. Morgan's online trading unit.
Wall Street & Technology July 26, 2007 Lauren Paul	Edwin Marcial Makes Improvements at ICE Intercontinental Exchange's CTO and SVP discusses his mentors, what's next in industry tech issues, 2008 initiatives and his top three current IT projects.
Wall Street & Technology July 19, 2006	Processing Information More-Readily and Mobile Information Access Are in Putnam Investments' Near Future Senior Managing Director and CTO Philippe Bibi is taking advantage of 64-bit technology to gain more in-memory distributed processing and is upgrading mobile information access capabilities.
Wall Street & Technology July 19, 2006	State Street Corp. Is Building Out Its Outsourcing Service Along With Its Client Portal Joseph Antonellis is intent on technology upgrades as he oversees the fusion of the firm's outsourcing service technology with the core infrastructure and develops the next-generation of the interactive client portal mystatestreet.com.
Wall Street & Technology July 18, 2006	NYSE Group Continues With Hybrid Implementation, Options Platform, With CTO Steve Rubinow at the Helm The CTO continues the implementation of the hybrid market structure as well as the roll out of the exchange's options platform. Rubinow also shares the story behind his ascent into one of the most visible tech positions in the financial industry.
The Motley Fool January 28, 2010 Rick Aristotle Munarriz	Leave It to ETRADE It wasn't a great report, but ETRADE managed to at least match Wall Street's bottom-line expectations, posting a substantially smaller deficit than it did a year ago.
Wall Street & Technology July 26, 2007	Anna Ewing Innovates Trading at Nasdaq The stock market's EVP of Operations and Technology and CIO discusses past work experiences, what's next in exchange industry IT, 2008 initiatives and her top three current IT projects.
The Motley Fool July 23, 2008 Rick Aristotle Munarriz	Teething Pain at E*Trade The discount brokerage takes baby steps back toward profitability.
Wall Street & Technology July 26, 2007 Beth Stackpole	Business Intelligence is Next Holy Grail, Says American Century's Gudrun Neumann This bank's CIO discusses future trends and key issues in bank technology management.
The Motley Fool December 16, 2004 Rick Aristotle Munarriz	E*Trade's Bright Future The online discount broker has a strong November and things are likely to get even better. That doesn't mean that the traditional old-school brokerage houses are toast.
CIO October 21, 2008 Jarina D'Auria	2008 CIO Hall of Fame Meet the the 12 extraordinary men and women of the 2008 CIO Hall of Fame.
Global Services August 27, 2007 Blackman & Schweyer	Buy-Side Sourcing Careers Outsourcing has become a $4 trillion business. In many companies, nearly a quarter or more of the executive budget is dedicated to it. With so much at stake, comes opportunity for a new breed of talent the outsourcing professional.
The Motley Fool October 19, 2006 Rick Aristotle Munarriz	ETrade on the Spot After five market-thumping quarters, ETrade proves ordinary. The company nailed Wall Street's bottom-line target. It was also comfortably ahead of last year's $0.28-per-share showing.
Registered Rep. January 12, 2009 Halah Touryalai	Citi Grabs a Lifeline, Morgan Stages a Coup Despite a $45 billion capital injection from the government in 2008, Citi is in dire enough need of capital that it is planning to spin off its retail brokerage operation, Smith Barney, according to reports, in a joint venture with cross-town rival Morgan Stanley
Registered Rep. March 1, 2007	Gorman Gets It An interview with Morgan Stanley's James Gorman about the improvement in morale at the firm, what it took to get brokers turned around, what he still needs to accomplish and how Morgan is different from the rest of its Wall Street peers.
CIO April 30, 2012 Lauren Brousell	Judges for the 2012 CIO Hall of Fame and Ones to Watch Programs A list of CIOs, IT execs and IT experts that judged our 2012 Hall of Fame and Ones to Watch Programs
BusinessWeek January 13, 2011 Michael J. Moore	It's Showtime for Morgan Stanley Morgan Stanley failed to live up to expectations last year; CEO James Gorman doesn't want the losing streak to continue.
The Motley Fool July 25, 2011 Rick Aristotle Munarriz	Who Will Buy ETRADE? ETRADE hires an investment banker to explore strategic alternatives.
Fast Company February 2009	Women in Tech: The Executives Successful women in tech deserve recognition; they're an inspiration for everyone. Here are the executives.
On Wall Street February 1, 2010 Frances A. McMorris	When Firms Collide: Is Culture Clash Inevitable? Merged companies have been integrated and new executives have taken up their posts, but everyone is still trying to adjust.
Wall Street & Technology July 18, 2006	Janis Capital Group Strengthens Workflows, Reporting and Access to Information SVP and CIO Andrea Young oversees the building of financial metrics and reporting systems to streamline workflows, information access and control over compliance, leading to lower total cost of ownership.
Wall Street & Technology March 25, 2009 Penny Crosman	E*Trade Accelerates Mobile Trading Upgrading from a basic WAP app to a thick client helped drive a 139 percent increase in daily average revenue trades.
Wall Street & Technology July 19, 2006	The Northern Trust Co. Focuses on Replacing Legacy Systems and Its Next-Generation of Passport In the months ahead, EVP and CTO Nirup Krishnamurthy will expand the firm's global reach with updated financial systems and investment capabilities, a single client repository, and the next-generation of its client access portal.
The Motley Fool April 16, 2004 Alyce Lomax	ETrade's Got It Made Investors don't blink an eye over online brokerage ETrade's quadrupled profits.
CIO November 1, 2010	2010 CIO Hall of Fame Judges This Year's CIO Hall of Fame honorees were judged by 22 former inductees.
Bank Technology News February 2003 Michael Sisk	Outsourcing Goes On-Demand Bankers like JP Morgan Chase's John Schmidlin, CTO of enterprise services, are increasingly looking to outsourcing firms to help them slash inefficiencies in commodity services and gain the upper hand in more strategic business partnerships.
The Motley Fool November 19, 2009 Rick Aristotle Munarriz	Is ETRADE Up for Sale? ETRADE is a compelling buyout candidate, despite the volatility.
Bank Technology News December 2004 Jeremy Quittner	A Reversal of Fortune? What may look like a reversal of fortune for providers of outsourcing services in financial services, appears to be something of an anomaly.
Registered Rep. April 27, 2004 Will Leitch	Morgan, Restructuring Its Asset Management Unit, Closes 13 Funds Morgan Stanley announced it was dissolving 13 of its proprietary funds as part of its attempts to "streamline" its business for affluent investors.
The Motley Fool May 13, 2009 Rick Aristotle Munarriz	Why Is ETrade a $2 Stock? A few more months like April, and maybe ETrade won't be a $2 stock anymore.
The Motley Fool August 9, 2005 Tom Taulli	E*Trade Is Going Long The online brokerage has been trying to do a deal. And, it finally happened. The company announced it will shell out $700 million in cash to purchase Harrisdirect from BMO Financial Group. Investors, take note.
U.S. Banker September 2003 John Engen	The Reality of Perception It's a good thing Mitch Caplan is all work and no play. Caplan took the helm after E*Trade Financial's eclectic and outspoken CEO Christos Cotsakos resigned under pressure from the board. It was Caplan's job to overcome tainted perceptions and an old-hat image.
CIO May 1, 2011 Lauren Brousell	CIO Magazine's 2011 Ones to Watch Honorees The 25 individuals selected as Ones to Watch in an annual awards program for future IT leaders.
CIO May 1, 2011 Lauren Brousell	2011 Ones to Watch Judges These 31 members of the CIO Executive Council selected this year's Ones to Watch honorees.
Registered Rep. March 7, 2011 Jerry Gleeson	Morgan Stanley May Drop "Smith Barney" From Name Will the Smith Barney name go the way of A.G. Edwards, Bear Stearns, and other brokerages whose historic identities were sublimated following acquisitions by larger firms?
BusinessWeek September 2, 2010 Moore & Mildenberg	In the Battle of the Big Brokers, Merrill Is Winning Merrill Lynch earns higher profits with fewer advisers, thanks to a smooth integration with Bank of America and more cross-selling.
The Motley Fool November 11, 2005 Rick Aristotle Munarriz	Buy Your Broker There are no guarantees in the market, but if a friendly market lures even more investors to the stock market -- and those with active accounts get even more active -- all of this momentum could lead to great results over the next quarter for discount brokerage firms.
The Motley Fool January 24, 2006 Mike Cianciolo	E*Trade's Compound Growth The online brokerage puts customer cash to good use. Even though the stock has doubled over the past year, it still looks reasonably valued.
Registered Rep. September 10, 2009 Kristen French	Gorman Grabs Morgan Stanley CEO Slot James Gorman, the former head of Morgan Stanley's retail brokerage division and now co-president of the firm, is slated to take over the CEO job in January, 2010.
Registered Rep. August 2, 2005 Kristen French	Morgan Stanley Fined $6.1 Million for Fee-Based Brokerage Slip-Ups NASD's investigation showed that from January 2001 through December 2003, Morgan Stanley failed to establish and maintain a supervisory system to review and monitor its fee-based brokerage business.
Investment Advisor February 2009 Kara P. Stapleton	B/D Briefs News & Products SEC votes to regulate EIAs as securities... Citigroup and Morgan Stanley form joint venture called Morgan Stanley Smith Barney... LPL Financial plans to lay off 10% of workforce... FINRA announces a $1 million fine against E*Trade Securities...
The Motley Fool October 20, 2011 Evan Niu	Does ETRADE Need a White Knight? ETRADE reports a solid quarter and continues pursuing a possible sale.