Morgan Stanley is expanding its partnership with Denver-based Empower Retirement, a large record keeper, to offer a wider array of services in its adviser-sold plans for businesses with retirement plan assets under $50 million.
Through its Morgan Stanley at Work suite of solutions, the company said the joint effort will include access to its stock plan administration services. It will also result in co-branded digital solutions and capabilities, streamlined administration for plan sponsors and financial advisers, and favorable administrative pricing terms through Morgan Stanley.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
