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Search resuls for: "Shareworks"


6 mentions found


☆ Morgan Stanley partners with Carta to serve startup employees after lucrative IPOs
  + stars: | 2024-11-12 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +6 min
Morgan Stanley has partnered with cap-table firm Carta to reach founders before they get rich. With this new partnership, Carta will refer clients looking to go public to Morgan Stanley at Work, a division that caters to businesses and their employees. How it worksThe referral deal fills gaps for Morgan Stanley and Carta. Morgan StanleyCarta clients can access Morgan Stanley services before moving to Shareworks. Ideally, these conversations lead to employees becoming wealth management clients, Finn said.
Persons: Morgan Stanley, Jed Finn, —, Doug Martin, General Mills, Morgan, Finn, Carta, Morgan Stanley's, Morgan Stanley Carta, Carta Finn, Henry Ward, Wilson Sonsini, Ward Organizations: Service, Carta, Business, Trump Locations: Silicon, Carta, Silicon Valley
☆ Morgan Stanley's new wealth boss Jed Finn shares his playbook from playing matchmaker with E-Trade clients to getting advisors to teach each other how to use AI
  + stars: | 2024-05-01 | by ( Hayley Cuccinello | ) www.businessinsider.com   time to read: +9 min
AdvertisementThe units are combining their outsourced investment services for ultra-high-net-worth wealth clients and institutional customers. The wealth management arm is there to help them pay less taxes on their windfall and manage their fortune. That said, Morgan Stanley has drawn the line in the past at some offerings like health savings accounts. AdvertisementFor Finn, those offerings are a means to an end: converting as many of these clients as possible to become fee-paying wealth management clients. The revenue and margins of the workplace channel and E-Trade, which Morgan Stanley acquired for $13 billion in 2020, are "irrelevant," he said.
Persons: —, Morgan, Jed Finn doesn't, Finn, Andy Saperstein, James Gorman's, Saperstein, Jacques Chappuis, Ben Huneke, Andy Saperstein's, Larry Lettera, Wagner, multibillion, Morgan Stanley, Finn isn't, We're, Jeff McMillan Organizations: Service, McKinsey, bank's, Business, Wall Street, Solium, OpenAI, AIMS
☆ Internal documents reveal new details of X stock awards to staff, including what happens if the company IPOs or is acquired
  + stars: | 2023-10-31 | by ( Kali Hays | ) www.businessinsider.com   time to read: +13 min
The documents reveal the latest estimated valuation of X, when and how staff are getting equity awards, and how that stock vests over time. X stock doesn't trade daily like a public company, so the valuation disclosed is by definition vague. Most people who received X equity were granted 1,200 units, or increments thereof based on performance, according to one of the documents viewed by Insider. Any X Stock Awards you receive under the X Equity Plan will be provided to you in addition to and separate from any deferred cash awards. Stock Awards are typically earned over four years, with a 6 month cliff.
Persons: they'll, Elon Musk, Fortune, X, virality, Musk, there's, Will, Jan Organizations: Twitter, Musk's, SpaceX, X, Inc, Common, New York Stock Exchange, NASDAQ, IRS, Internal Revenue Locations: United States, Shareworks
☆ Morgan Stanley CEO James Gorman plans to step down after years of making the bank the envy of Wall Street. Here's a look at his legacy.
  + stars: | 2023-05-19 | by ( Rebecca Ungarino | Alex Morrell | Dakin Campbell | ) www.businessinsider.com   time to read: +11 min
Morgan Stanley CEO James Gorman said he will step down in the next 12 months. Morgan Stanley CEO James Gorman was giddy. Seeking stabilityTo understand where Morgan Stanley is now, you need to return to the peak of the financial crisis. It didn't take long before Morgan Stanley began utilizing its new license to acquire clients' deposits, reducing its reliance on wholesale funding. Mack, who helped design the 1997 Morgan Stanley and Dean Witter merger, had been pushed out by Purcell in 2001.
☆ Wall Street succession plans: The case for why all 6 big banks could consider a leadership change this year
  + stars: | 2023-01-20 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +7 min
Morgan Stanley CEO James Gorman confirmed what everyone already presumed: There are three executives in the running for his job. It turns out you could make the case for every top US bank making a change in leadership, either with or without the consent of their CEO. At 64 years old, he's the second-oldest CEO among the big six US banks. When discussing succession plans with Bloomberg on Thursday, Gorman acknowledged he doesn't want this job forever. And at 63 years old, he's not exactly a spring chicken.
☆ JPMorgan's acquisition strategy is coming under fire. Here are the 15 fintech and consumer-focused deals done by the bank since 2020.
  + stars: | 2023-01-13 | by ( Carter Johnson | Rebecca Ungarino | ) www.businessinsider.com   time to read: +19 min
NutmegDeal details: JPMorgan announced the acquisition in June 2021, paying approximately $1 billion. cxLoyaltyDeal details: JPMorgan said it would buy cxLoyalty's global loyalty division in December 2020. ProxymityDeal details: JPMorgan, Citi, HSBC, and other firms together invested $20.5 million in Proxymity in May 2020. Viva WalletDeal details: JPMorgan said it would acquire 49% of Viva Wallet in January 2022, pending regulatory approval. Christian Petersen-Clausen/Getty ImagesRenovite TechnologiesDeal details: JPMorgan announced on September 12 it plans to acquire Renovite.
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