Many individuals and families face financial challenges that require professional assistance to navigate. These challenges can range from investment planning and portfolio management to retirement planning and tax optimization. With the best financial planning tools and investment strategies, financial advisors can provide investors with the best-in-class financial advice.
In today’s episode, Jack talks with Jed Finn at the Next Chapter Rockin’ Retirement Conference. Jed is the COO and Managing Director for Morgan Stanley Wealth Management. In his role, Jed often has to make tough decisions about budgets and strategies and work with the leadership team to optimize resource allocation in pursuit of the overall strategy.
Jed talks with Jack about how Morgan Stanley achieved strong asset growth, how the company integrated and coordinated wealth management and retirement platforms, and Morgan Stanley’s comprehensive approach to serving clients.
Key Takeaways
- [01:37] – The key role Jed plays at Morgan Stanley.
- [03:06] – How Morgan Stanley achieved strong asset growth.
- [08:15] – How Morgan Stanley integrated and coordinated wealth management and retirement platforms and strategies.
- [18:27] – What Morgan Stanley does regarding tax issues.
- [22:02] – Morgan Stanley’s comprehensive approach to serving clients.
- [27:55] – What the category of one means in wealth management.
Quotes
[03:20] – “We always thought that the future of wealth management would be the combination of best-in-class advice and best-in-class technology. We are proud of how our advisors perform on the various rankings and, most importantly, how they serve their clients.” ~ Jed Finn
[14:01] – “What we’ve put together is differentiated because we’re the only firm that can deliver cradle-to-grave corporate services where we can grow with a company at every step in its life cycle.” ~ Jed Finn
[24:24] – “People have different preferences for advice consumption with different risk budgets, and we need to be able to deliver all of it, or somebody else is going to. From a service perspective, we make sure we can meet clients where they are across that entire spectrum.” ~ Jed Finn
Links
- Jed Finn on LinkedIn
- Morgan Stanley
- Barron’s
- James Gorman
- BlackRock Aladdin
- E*trade
- Parametric | Eaton Vance
- Vestwell
- Shareworks
- Equity Edge Online
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