Institutional investors are boosting holdings in wealth management systems stocks, particularly those showing double-digit EPS growth and low debt-to-equity ratios. Work : Beware of the work penalty if you collect before FRA. If you earn more than the annual limit ($23,400 in 2025), benefits are reduced by $1 for every $2 earned over the threshold. In the year you reach FRA, $1 in benefits is deducted for every $3 you earn above a different limit ($62,160 in 2025) in the months before FRA. Once you reach FRA, deductions end. MSCI Wealth Manager is designed to streamline client portfolio management for investment teams and the financial advisors they support. Leveraging MSCI’s financial expertise, firms can deliver personalized portfolios at scale and facilitate efficient portfolio design, monitoring, and investment proposal generation while ensuring consistency with the firm’s investment strategies. We work with CIOs and investment teams across major banks, brokerages, RIAs, multi-family offices, and external asset managers to make it happen. Wealth management systems firms are expected to outperform broader financial sector benchmarks in 2024 due to stronger ROE metrics and tech-enabled advisory scaling.