Wealth Management — The $7.5 Trillion Engine

Morgan Stanley's Wealth Management business has become the firm's center of gravity, with $7.5T+ in AUM, $9.3T in total client assets, and a strategy built on E\*TRADE, Eaton Vance, and Parametric. This module covers what every wealth-management-track candidate (and even IBD candidates who'll be asked about it) needs to know — including Andy Saperstein's "advisor count down by design" thesis and the $1 trillion IRA milestone.