The independent broker/dealer is making it a lot easier—and less expensive—for advisors to run their own portfolios within its centrally managed account platform.
Morgan Stanley has trimmed its 20-page vendor agreement to one page, reducing from three months to as little as one week the time to begin working together.
The new CFP Board Emeritus program is not a certification, but rather a way for those who are no longer practicing to stay involved with the profession.