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The Wiley Group Emerges As Independent Registered Investment Advisor Firm.

Publication: Business Wire
Publication Date: 02-OCT-09
Format: Online
Delivery: Immediate Online Access

Article Excerpt
Will Continue Redefining Retirement for Regional Clients

Teamed With Charles Schwab Institutional As Custodian

CONSHOHOCKEN, Pa. -- The Wiley Group, one of the region's most respected retirement and wealth advisory firms, announced today that it is now a fully independent Registered Investment Advisor, ending a long relationship with Morgan Stanley Smith Barney in an effort to better serve its clients.

As one of Morgan Stanley's premier regional offices with approximately $200 million under management, the Wiley Group has a 25-year history serving hundreds of clients with an array of retirement, wealth management and concierge financial services....

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