Morgan Stanley Buys EquityZen in First Deal for CEO Ted Pick
By Hannah LevittThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 28, 2025
Pave Integrates Automated Wealth Management Tech With SchwabRIAs on Schwab's platform can now connect client portfolios to the software firm's customized technology.
October 28, 2025
Dynasty Taps Ex-Morgan Stanley Exec to Lead Equity Comp PlanningThe firm also took a stake in Grantd, Brian McDonald's AI-driven equity compensation advice platform.
October 28, 2025
Orion Debuts Denali AI Enterprise Intelligence PlatformReed Colley, the firm's technology head, said the offering represents the “cornerstone of Orion’s future.”
October 28, 2025
New Crypto ETFs Launch in Crowded Field Despite SEC ShutdownThe agency's shutdown guidance allows some filings to become effective automatically after 20 days.
October 28, 2025
New Bill Would Change How Social Security COLAs Are SetThe Boosting Benefits and COLAs for Seniors Act would adjust benefits based on either CPI-W or CPI-E, whichever is greater.
October 28, 2025
FIDx Prepares to Add Income AnnuitiesThe move could give economists' favorite annuities help with winning over retirement savers.
October 28, 2025
UBS Seeks Broader U.S. Banking License to Boost Wealth BusinessThe firm aims to give wealth clients payment, checking and savings account services, according to a memo.