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  2. Morgan Stanley Wealth Management - Wikipedia

    Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley . On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith ...

  3. Morgan Stanley debuts a new tool for employees: an AI ...

    AI @ Morgan Stanley Assistant, which allows financial advisors quick access to the bank’s database of about 100,000 research reports and documents, was launched on Monday, CNBC reported based on ...

  4. Morgan Stanley - Wikipedia

    Morgan Stanley is a financial services corporation that, through its affiliates and subsidiaries, advises, and originates, trades, manages, and distributes capital for institutions, governments, and individuals. The company operates in three business segments: Institutional Securities, Wealth Management, and Investment Management.

  5. 15 Best Roth IRA Accounts for September 2023 - AOL

    5. Best for Convenience: Merrill Edge. Merrill Edge is part of Bank of America, which is good news for Bank of America, Member FDIC account holders. Merrill Edge is a respected name, and it gains ...

  6. Discover Financial - Wikipedia

    Discover Bank is mainly an online financial institution that offers many financial services such as checking accounts, savings accounts, and money market accounts. However the first and original location of the Greenwood Trust Company on 502 East Market Street is still operating and is the only physical banking location of Discover Bank.

  7. Wealth management - Wikipedia

    Wealth management ( WM) or wealth management advisory ( WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  8. Morgan Stanley to launch AI chatbot to woo wealthy

    The AI initiative is part of Morgan Stanley's strategy to drive its wealth division, where net revenue surged 16% to a record in the second quarter and new client assets grew $90 billion. CEO ...

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