Wealth and Asset Management
Brokerages Keeping the Rich, But What About the Heirs?
Even as independents and registered investment advisers take market share from the major brokerages, shops like Morgan Stanley and UBS AG’s U.S. wealth-management arm continue to be prime destinations for high-net-worth investors. But a multitrillion-dollar shift of wealth from one generation to the next may prove to be the biggest…
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Click here to read the full story: WSJ