Savvy Advisors Continues Recruiting Push with Addition of Four New Wealth Managers [Yahoo! Finance]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Yahoo! Finance
NEW YORK, June 27, 2024 BUSINESS WIRE )--Savvy Advisors Inc. (herein "Savvy" or "Savvy Advisors" or "the firm"), a registered investment advisor affiliated with Savvy Wealth, Inc. ("Savvy Wealth"), today announced that four new wealth managers have joined the firm. With a growing presence across the U.S., Savvy now employs 24 financial advisors who collectively manage more than $600 million in assets under management (AUM). Specializing in technology-driven wealth management, Savvy arms its wealth managers with a purpose-built, fully integrated platform to deliver a more seamless client experience. The four new wealth managers can now use Savvy's all-in-one, artificial intelligence (AI)-powered platform to serve the holistic financial needs of high-net-worth clients. Savvy Wealth's technology automates and streamlines processes like new account onboarding, ongoing financial planning and personalized communications across multiple marketing channels. The firm's technology stack also
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MS
Earnings
- 4/16/24 - Beat
MS
Sec Filings
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- 6/28/24 - Form 424B2
- MS's page on the SEC website