Registered Investment Advisors and family offices gathered in New York City for Morgan Stanley’s second annual “Integrated Firm Summit,” an invitation-only event designed to showcase the firm’s full suite of solutions, including tax management, structured solutions, asset allocation guidance and legacy planning available through Parametric, Eaton Vance and Morgan Stanley’s Institutional Equity Division.
According to Lou Mandia, Head of RIA Strategy and Distribution for Morgan Stanley’s Institutional Equity Division, the event is designed to give attendees the opportunity to hear from industry leaders, exchange best practices, and explore ways to leverage Morgan Stanley’s insights to scale their practices, drive new assets, and solve complex client challenges. Advisors in attendance from IEQ Capital, Clearglass Capital Partners, Wealth Enhancement Group, and Mariner also emphasized the value of bringing these ideas and solutions back to enhance the client experience.