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Morgan Stanley Wealth Management IRA Growth beats the industry average by 1.2x
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The growth highlights Morgan Stanley’s ability to meet the needs of investors at different stages of their financial journey
New York, March 17, 2026–(business telegram)–Morgan Stanley Wealth Management today announced that Individual Retirement Account (IRA) assets under management (AUM) have surpassed $1 trillion. 1. Since 2022, IRA assets have grown at a 15.8% compound annual growth rate (CAGR), compared to the 13.6% industry average. 2. The apparent growth underscores the strength of the firm’s differentiated platform spanning financial advisor-led, workplace and self-directed channels.
“Surpassing $1 trillion in IRA assets is a testament to the value we provide clients and the trust they have placed in us,” said Chad Turner, head of Morgan Stanley Wealth Management Platform. “Providing our clients and financial advisors with easy-to-use tools is paramount to driving engagement. Our innovative solutions, combined with the resources and expertise provided by Morgan Stanley, help our clients plan for the future and provide them with confidence when investing.”
Morgan Stanley provides clients access to a comprehensive suite of retirement planning tools, world-class research and award-winning retirement accounts.3. As investors increasingly seek integrated financial solutions, they can manage retirement planning, investments, banking and equity compensation through a single, streamlined experience.
“Through the e*Trade platform, our focus is simple: we meet clients where they are,” said Matt Jones, head of e*Trade at Morgan Stanley. “As investors grow and evolve, we equip them with professional-grade tools and expert insights that match their needs and guide them through a comprehensive investment experience.”
The announcement builds on Morgan Stanley’s continued investment in enhancing the individual retirement offering, IRA rollover experience and retirement tools from E*Trade. Later this year, Morgan Stanley’s E*Trade plans to introduce a comprehensive retirement planning tool that leverages Morgan Stanley’s proprietary planning methodology, extending the firm’s industry-leading capabilities to E*Trade clients.
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Morgan Stanley internal data to November 2025
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Investment Company Institute (January 2026)
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Morgan Stanley’s E*Trade Named Best in Class for Retirement Accounts Stockbrokers.com 7 consecutive years (January 2026)
E*Trade from Morgan Stanley The mission is to enhance the financial freedom of traders and investors through a powerful digital offering. To learn more about retirement accounts, visit etrade.com.
About Morgan Stanley Wealth Management
Morgan Stanley Wealth Management, a global leader, provides individuals, businesses and institutions access to a wide range of products and services, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.
About Morgan Stanley
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s staff serve clients around the world, including corporations, governments, institutions and individuals. For more information about Morgan Stanley please visit www.morganstanley.com.
It has been prepared for informational purposes only and is not a solicitation of an offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. This material does not provide individually tailored investment advice. It has been designed without regard to the personal financial circumstances and objectives of the persons receiving it. Morgan Stanley recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a financial advisor.
When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” with respect to a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms refer to modified employee retirement income. Defined under the Securities Act 1974. (“ERISA”), and/or the Internal Revenue Code of 1986 (“Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice,” Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information about Morgan Stanley’s role in relation to retirement accounts, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors before establishing a retirement account (a) and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made in connection with a retirement account.
Morgan Stanley offers its clients a wide range of brokerage and advisory services, each of which can create a different type of relationship for you with different obligations. Please consult your financial advisor to understand these differences, or review our “Understanding Your Brokerage and Investment Advisor Relationship” brochure available here. https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandardyourrelationship.pdf.
Past performance is not a guarantee or indicator of future performance. Historical data shown reflects past performance and does not guarantee comparable future results.
This material contains forward-looking statements and there is no guarantee that they will come true.
Diversification and asset allocation do not guarantee profits or protect against losses in a declining financial market.
This material should not be viewed as investment advice or recommendations regarding asset allocation or any particular investment.
Morgan Stanley Wealth Management is the trading name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
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Contact
Media Relations Contact: Lynn Cochiola lynn.cochiola@morganstanley.com
