Home » Posts tagged with » wealth management

Branching out: CPAs venture into financial planning, wealth management

It took a depressed economy to convince some accountants to spread their financial planning wings. Continue Reading Branching out: CPAs venture into financial planning, wealth management

Morgan Stanley renames wealth management business

Comments Off

Morgan Stanley said Tuesday that its U.S. wealth management business, Morgan Stanley Smith Barney, has been renamed Morgan Stanley Wealth Management. The business manages $1.7 trillion in client assets through a network of 17,000 people in 740 locations. Earlier this month, the company reached a deal with Citigroup Inc. to increase its majority stake in… Continue Reading Morgan Stanley renames wealth management business

Continue reading …