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.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
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.
