Morgan Stanley Wealth Management Tops $1T in IRA Assets

Morgan Stanley Wealth Management today announced it surpassed $1 trillion in individual retirement account (IRA) assets under management (AUM).

“Surpassing $1 trillion in IRA assets is a testament to the value we provide clients and the trust they place in us,” said Chad Turner, head of Morgan Stanley Wealth Management Platforms. “Delivering easy to use tools to our clients and Financial Advisors is paramount to driving engagement. Our innovative solutions paired with the resources and expertise Morgan Stanley offers, helps our clients plan for the future and gives them confidence when investing their nest egg.”

“Through the E*TRADE platform, our focus is simple: We meet clients where they are,” said Matt Jones, head of E*TRADE from Morgan Stanley. “As investors grow and evolve, we arm them with professional-grade tools and expert insights that match their needs and guide them through a comprehensive investing experience.”

This announcement builds on E*TRADE from Morgan Stanley’s continued investment in enhancing the Individual Retirement offering, IRA rollover experience and retirement tools. Later this year, E*TRADE from Morgan Stanley plans to introduce a comprehensive retirement planning tool that leverages Morgan Stanley’s proprietary planning methodology, further extending the firm’s industry-leading capabilities to E*TRADE clients.

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