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Morgan Stanley Integrates Divisions to Serve RIAs Better

Morgan Stanley Integrates Divisions to Serve RIAs Better

Morgan Stanley wants to bring more tailored investment management tools to independent advisors and recently repositioned its services under an initiative dubbed the “Integrated Firm for RIAs and Family Offices.” The goal is to unify business lines previously siloed across its investment management and institutional equities divisions, and make it easier for RIAs to access them. 

According to Morgan Stanley executives, the initiative is paying off. Since it launched, the firm has raised nearly $1.5 billion across its entire suite of structured products from the RIA market, according to Lou Mandia, head of RIA strategy and distribution for the institutional equity division. 

Mandia’s division offers investment strategies for the RIA…

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