Morgan Stanley Wealth Management has launched one of the largest pro bono financial planning initiatives in the industry, engaging over 320 CFP® professionals to provide free financial guidance to underserved individuals and families. This effort is part of a broader strategy to embed volunteerism into the firm's culture, enhancing advisor engagement and community impact. The initiative includes year-round opportunities and focused events like Global Volunteer Month, supported by training and resources through a partnership with the Foundation for Financial Planning. This model offers a replicable framework for other firms aiming to expand pro bono services while benefiting advisors' professional growth and firm recruitment efforts.
President Donald Trump made multiple stock purchases of SanDisk between January and March 2026, investing up to $245,000. SanDisk's stock price surged over 400% after March 30, turning these investments into substantial gains, with some positions pot...
Morgan Stanley will soon enable external AI agents to connect directly with its stock administration platforms, ShareWorks and Equity Edge, allowing corporate clients to manage complex stock plans without extra human staff. This move, one of the firs...
SpaceX is negotiating to pay less than 0.75% in underwriting fees for its planned $75 billion IPO, which could be the largest in history and value the company around $1.8 trillion. Despite the low fee rate, Wall Street banks could still earn about $5...
