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Morgan Stanley Aims Robo Service at Next-Generation Investors

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16 June 2017
The Wall Street Journal

Bank is in midst of digital transformation; clients with at least $5,000 will be able to use its automated investing

Morgan Stanley is rolling out a welcome mat for the investing masses, part of a push to get a foothold with a new generation of wealth-management clients.

Starting this fall, investors with as little as $5,000 can use the New York bank’s robo-advisory service known as Morgan Stanley Access Investing, according to Securities and Exchange Commission filings.

Since ramping up in wealth management several years ago with the...

"Launching one of these robos has strategic value for firms with large sales forces," said William Trout, a brokerage and robo adviser analyst with Celent. "They can leverage their existing client bases."

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News article details

Industry
Capital Markets, Wealth Management
Media Type
Newsletters
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America