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Old 07-29-2013, 06:07 PM   #21
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Morgan Stanley gets wind of DW's megacorp prospective retirees and targets them, so we were approached and we put some $ with them at the 1% rate. They're doing ok, beating one of my self managed accounts by 3%, but lagging another by 5%. I like the diversification - I didn't want to put all of my eggs in one basket, (and I was pressured by DW to put some $ with them because she's impressed by our advisor).

If you're a good fan of Vanguard and impressed by the MS advisor, then diversify into both and compare results. Then re-allocate funds into the funds that give you the best results

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Old 07-29-2013, 07:02 PM   #22
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As a Morgan Stanley (MS) shareholder, I think everyone should use Morgan Stanley.

Matthew 6:34 (KJV)
Take therefore no thought for the morrow: for the morrow shall take thought for the things of itself. Sufficient unto the day is the evil thereof.
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Old 07-30-2013, 09:16 AM   #23
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Having worked in the industry, they are completely focused on sales and "financial advisors" are assessed on one metric - what they produce for the firm. No manager ever evaluated what an advisor did for a client but they were definitely on top of their production numbers with lots of pressure to generate big dollars. The industry is one big scam.

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