People Moves: Envestnet Hires Cybersecurity Leader, $800M Morgan Stanley Alum Joins Evolve

Additionally, World Investment Advisors hired Jeffrey Sheftic as its new Chief Growth Officer to oversee organic growth initatives within the firm.

Does your retirement plan own a piece of your favorite football team?

The NFL loosened ownership rules in 2024. Private-equity firms and institutions like pension funds are now trying to get a piece of the action.
Financial Planning

Betterment's next-gen challenge to 'grandparent' RIA custodians

Betterment is further encroaching on Charles Schwab and Fidelity's turf with a new referral program and portfolio options.
Hubbis

Building Trust at Scale: Long-Term Investing, Investor-Centric Design and the Next Phase of India’s Asset Management Evolution

India’s asset management industry stands at a pivotal stage of expansion, shaped by structural growth drivers including digitalisation, financialisation of savings, and a rapidly widening investor ...
Morgan Stanley

Morgan Stanley Schedules Fourth Quarter and Full-Year 2026 Investor Conference Call

Morgan Stanley (NYSE: MS) will announce its fourth quarter and full-year 2026 financial results on Thursday, January 14, 2027 ...

Morgan Stanley Slashes Prices for Clients Trading Private Shares

Morgan Stanley chopped pricing in half for clients trading private companies’ shares on its newly acquired EquityZen platform, undercutting competitors as it looks to expand in a growing market.