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Morgan Stanley, the top global equity underwriter last year, reported profit that beat analysts’ estimates as brokerage earnings more than doubled and margins from that unit surpassed the firm’s goal for this year.

These often-reclusive businesses manage the finances of America’s affluent and occasionally complete with banks for clients and employees. These offices have interesting back stories.

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

Tax-exempt money market funds gave up two-thirds of the impressive gains they generated last week.

Municipal bond mutual funds recorded a second consecutive week of strong flows, as funds that report their flows weekly saw $1.44 billion in inflows for the week of Jan. 16.

Coaching and consulting hundreds of advisors over the years has allowed Ron Carson to see several industry trends and lump advisors together into various buckets. One of these “buckets” is advisors who view human capital, technology, office space, coaching programs, etc., as an investment versus a cost. Advisors who view these areas as costs tend to experience less success and grow their business at a slower rate.

Want to know whether a stock is a buy, sell, or hold? Investors and advisors can find out quickly by glancing at their iPhone.

Ed Slott, Your IRA Expert, answers the question: Is it possible to transfer money out of my retirement plan and into an IRA and/or Roth while I am still employed?

According to Joe Hurley, founder of Savingforcollege.com, by far the most frequently asked questions he receives from advisors concern the impact of 529 plans on financial aid.

Wealth manager Peter J. Eichler Jr., once had more than $10 billion in assets under management. Following his RIA’s bankruptcy filing in November, however, the SEC has filed a lawsuit against Eichler and Aletheia Research and Management for alleged securities fraud and for allegedly violating fiduciary duties to clients and to the funds Aletheia managed.