Wealth Management Daily Memo

JANUARY 18, 2018

INDUSTRY

Morgan Stanley Wealth Management Reports Record Revenue, Profit Margin

Michael Thrasher

The bank said wealth management should achieve a pre-tax margin of 26-28 percent this year, even as it continues to invest in the business.

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INDUSTRY

The RIA Channel Is ‘Ripe' For Consolidation

Michael Thrasher

Market conditions have set the stage, and a short list of consolidators have capitalized more than others.

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What is the expected course of equity returns?

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Equity returns have reached more than 10% in recent years. Can investors expect to see such high levels again in the long-term?

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TECHNOLOGY

Carson Group’s Bet on Digital Experience Pays Off in Double-Digit Growth

Diana Britton

The firm’s tweaks to it’s client-facing portal is meant to highlight when and how the advisor has added value to the relationship.