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CLAIM #44067 · Morgan Stanley (MS) · 2025Q1 earnings call · Apr 11, 2025 · due Jun 30, 2025

And so what's happening is we are selective about it. But it is fair to say that Jed and Vince are getting a lot of inbound inquiry and we would expect that to continue.

Ted Pick · CEO

PENDING
graded after results covering Jun 30, 2025 are reported

In context

d your goals around increasing that metric? Ted Pick: Well, people are coming toward the platform. Jed Fin and Vince Loomia's lights are blinking, as in their phone lights, nonstop. Folks wanna come on to this platform. And that is in part because the funnel works. We're investing in E Trade. The self-directed channel is very busy. Sharon at length, has talked about, as Avaya, workplace product where we add another $20 billion. You see the progress in fee-based flows. But ultimately, when you get to the top of the funnel, it is about the financial adviser. And the financial adviser is seeing the integrated firm for what it is, which we can offer unique access to intellectual capital, world-class technology, compensation that is viewed to be fair and motivating. And the entire thing works. And so what's happening is we are selective about it. But it is fair to say that Jed and Vince are getting a lot of inbound inquiry and we would expect that to continue. Dan Fannon: Great. And then just as a follow-up, sticking with wealth, you know, the opportunity for alternatives in the wealth channel is clearly a focus for the large alternative managers. Can you talk about your own proprietary alternative products that you might be able to sell within this channel? Or is that something you could think about inorganically wanting to get bigger in terms of your own proprietary products? Sharon Yeshaya: Sure. So I'd note for the wealth management platform, we have over $100 billion of private alternatives. It's about if you take that into perspective in terms of what the qualified assets are, we have about 5% of the qualified assets in our system. Are in those private alternatives. Now that compares to your point where our GIC, where our we have, you kno

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SEC filings for MS · Claim quote is verbatim from the 2025Q1 earnings call.