The banking giant is fostering cross-divisional collaboration to bring institutional solutions for “underserved” independent advisors in the US.
Morgan Stanley has launched a strategic initiative ‘Integrated Morgan Stanley for Registered Investment Advisors (RIAs) and Family Offices’ to deliver product ideas and a full breath of portfolio solutions featuring structured products and alternative investments. The initiative aims to connect advisors with multiple touch points at the bank, including advisor solutions, investment management as well as banking & financing within the institutional securities group. “We se