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Revenue from Contracts with Customers - Disaggregated Revenue (Details) - USD ($)
$ in Millions
3 Months Ended
Mar. 31, 2024
Mar. 31, 2023
Revenue disaggregated by segment    
Total revenues $ 4,325 $ 3,845
Banking and deposit interest expense (179) (103)
Total net revenues 4,146 3,742
Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,399 2,137
Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 506 517
Reportable segments    
Revenue disaggregated by segment    
Revenue from contracts with customers 3,104 2,830
Revenue from other sources 1,531 1,291
Total revenues 4,635 4,121
Banking and deposit interest expense (187) (107)
Total net revenues 4,448 4,014
Reportable segments | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,262 2,004
Reportable segments | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 530 491
Reportable segments | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 159 152
Reportable segments | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,303 1,109
Reportable segments | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 112 101
Reportable segments | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 158 151
Reportable segments | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 777 763
Reportable segments | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 252 227
Reportable segments | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 370 329
Reportable segments | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 50 126
Reportable segments | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 105 81
Reportable segments | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 65 63
Reportable segments | Advice & Wealth Management    
Revenue disaggregated by segment    
Revenue from contracts with customers 2,167 1,950
Revenue from other sources 572 418
Total revenues 2,739 2,368
Banking and deposit interest expense (179) (103)
Total net revenues 2,560 2,265
Reportable segments | Advice & Wealth Management | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,509 1,299
Reportable segments | Advice & Wealth Management | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Advice & Wealth Management | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Advice & Wealth Management | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 1,303 1,109
Reportable segments | Advice & Wealth Management | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 112 101
Reportable segments | Advice & Wealth Management | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 94 89
Reportable segments | Advice & Wealth Management | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 598 593
Reportable segments | Advice & Wealth Management | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 196 175
Reportable segments | Advice & Wealth Management | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 247 211
Reportable segments | Advice & Wealth Management | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 50 126
Reportable segments | Advice & Wealth Management | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 105 81
Reportable segments | Advice & Wealth Management | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 60 58
Reportable segments | Asset Management    
Revenue disaggregated by segment    
Revenue from contracts with customers 839 786
Revenue from other sources 16 13
Total revenues 855 799
Banking and deposit interest expense 0 0
Total net revenues 855 799
Reportable segments | Asset Management | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 739 691
Reportable segments | Asset Management | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 530 491
Reportable segments | Asset Management | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 159 152
Reportable segments | Asset Management | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 50 48
Reportable segments | Asset Management | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 95 90
Reportable segments | Asset Management | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 56 52
Reportable segments | Asset Management | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 39 38
Reportable segments | Asset Management | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Asset Management | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 5 5
Reportable segments | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Revenue from contracts with customers 98 94
Revenue from other sources 814 730
Total revenues 912 824
Banking and deposit interest expense 0 0
Total net revenues 912 824
Reportable segments | Retirement & Protection Solutions | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 14 14
Reportable segments | Retirement & Protection Solutions | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 14 14
Reportable segments | Retirement & Protection Solutions | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 84 80
Reportable segments | Retirement & Protection Solutions | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 84 80
Reportable segments | Retirement & Protection Solutions | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Retirement & Protection Solutions | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Revenue from other sources 129 130
Total revenues 129 130
Banking and deposit interest expense (8) (4)
Total net revenues 121 126
Reportable segments | Corporate & Other | Management and financial advice fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Asset Management: Retail    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Asset Management: Institutional    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Advisory fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Financial planning fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Transaction and other fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Distribution fees    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Mutual funds    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Insurance and annuity    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Off-balance sheet brokerage cash    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Other products    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Reportable segments | Corporate & Other | Other revenues    
Revenue disaggregated by segment    
Revenue from contracts with customers 0 0
Non-operating    
Revenue disaggregated by segment    
Revenue from other sources 49 47
Total revenues 49 47
Total net revenues 49 47
Operating segments and non-operating    
Revenue disaggregated by segment    
Revenue from other sources 1,580 1,338
Total revenues 4,684 4,168
Total net revenues 4,497 4,061
Intersegment eliminations    
Revenue disaggregated by segment    
Total net revenues (348) (316)
Intersegment eliminations | Advice & Wealth Management    
Revenue disaggregated by segment    
Total net revenues (225) (201)
Intersegment eliminations | Asset Management    
Revenue disaggregated by segment    
Total net revenues (24) (17)
Intersegment eliminations | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Total net revenues (106) (102)
Intersegment eliminations | Corporate & Other    
Revenue disaggregated by segment    
Total net revenues 7 4
Segment reconciling items    
Revenue disaggregated by segment    
Total net revenues (3) (3)
Eliminations and reconciling items    
Revenue disaggregated by segment    
Total net revenues (351) (319)
Operating segments excluding intersegment elimination    
Revenue disaggregated by segment    
Total net revenues 4,100 3,698
Operating segments excluding intersegment elimination | Advice & Wealth Management    
Revenue disaggregated by segment    
Total net revenues 2,335 2,064
Operating segments excluding intersegment elimination | Asset Management    
Revenue disaggregated by segment    
Total net revenues 831 782
Operating segments excluding intersegment elimination | Retirement & Protection Solutions    
Revenue disaggregated by segment    
Total net revenues 806 722
Operating segments excluding intersegment elimination | Corporate & Other    
Revenue disaggregated by segment    
Total net revenues 128 130
Corporate and reconciling items    
Revenue disaggregated by segment    
Total net revenues $ 46 $ 44