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Morgan Stanley offers new retirement service

Posted by: Morgan Stanley Wealth Management  | December 14, 2014

Morgan Stanley Wealth Management is now offering a Retirement Framework service that evaluates strategy in this more appropriate enlarged context to produce customizable asset allocations that leverage all the rigor of their existing investment process and account for how the challenge varies according to life stage.

Going forward on a quarterly basis, Morgan Stanley will track the framework’s capacity to deliver on client objectives through the hypothetical progress toward goals of three archetypical investors employing its strategies from different stages in their saving and investing lives.

IRTA is offering the information of this presentation as a public service. The opinions and information provided are that of presenters and are not sponsored by IRTA.

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