• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Those With a Financial Plan Feel More Confident, Satisfied and Less Financially Worried, Finds Morgan Stanley Wealth Management

    7/8/25 8:05:00 AM ET
    $MS
    Investment Bankers/Brokers/Service
    Finance
    Get the next $MS alert in real time by email
    •  Early & consistent financial planning key to maximize financial choices and opportunities
    • While ~97% acknowledge the importance of financial planning to reach goals, only 53% have a financial plan

    Morgan Stanley Wealth Management today unveiled the results of research on financial planning, underscoring the pivotal role a professional financial plan plays not just in achieving financial long-term goals, but also confidence and wellbeing amid market uncertainty.

    The poll surveyed over one thousand affluent investors between the ages of 25-75 to explore how financial planning fits into their lives, with "financial planning" defined as a comprehensive process involving a Financial Advisor analyzing a client's entire financial situation and helping them set and work toward short- and long-term goals.

    Key takeaways from the research include:

    1. Financial Plans Correlate with More Positive Mental Wellbeing: Investors with a financial plan report greater confidence and satisfaction. Fewer worry about saving enough (36% vs. 47% without a plan) and on average they rate their investment value and financial health higher by ~10%. They are also more likely to describe their financial outlook as "prepared" and "hopeful," and report better mental wellbeing and satisfaction in both life direction and relationships.
    2. Majority Wish They Started Sooner: Despite 76% of investors with a formal financial plan wishing they had started earlier (at the beginning of their careers), only 28% actually did, with 68% waiting until the need to save for retirement emerged—a significant gap between ideal financial planning behaviors and reality.
    3. Yet There Is a Confidence Gap: While 53% of those still working feel very confident they will be able to save for retirement, only 36% feel very confident that they know how—a 17-point knowledge confidence gap. At the same time, a significant majority (66%) lack confidence in achieving their long-term goals—even higher among women (68%) and younger investors (70% Millennials, 72% Gen Z).
    4. And Investors Perceive Barriers to Planning: Even though almost all (97%) recognize the importance of financial planning, only 53% have a plan. Part of this disconnect lies in perceived barriers, with investors' top-cited roadblocks to action including perceived high costs (53%), believing they can achieve similar results on their own (44%), or lack of assets (38%).
    5. Professional Advisors Make a Clear Difference: Most (74%, with or without a financial plan) believe that undergoing the planning process with a professional is important, demonstrating that the value proposition for professional guidance is well understood.
    6. And Financial Planning Deepens Advisor Relationships: Among those who work with a Financial Advisor, those with a financial plan are significantly more engaged: 51% meet with their advisor (vs. only 25% of those without a plan), and 37% actively review advisor communications (vs, 20%). This highlights a significant opportunity for advisors to enhance client relationships and engagement through comprehensive financial planning.

    "Financial planning matters at every stage of life and level of wealth. Our research confirms that a professionally created plan offers a roadmap to achieve financial goals—but perhaps the most compelling insight for us in this data is the positive impact it can also have on one's life and sense of wellbeing." said Anthea Tjuanakis Cox, Head of Financial Planning at Morgan Stanley. "At Morgan Stanley, we're focused on making financial planning accessible to everyone. It's never too late to start, and the data makes it clear that early and consistent planning helps people make better financial choices and creates opportunities for additional growth over time."

    At Morgan Stanley, the financial planning process is customizable and tailored to each client's needs, considering time horizons, risk tolerance and the unique makeup of their assets.

    The financial planning study was conducted from September 27 to October 11, 2024, surveyed 1,013 U.S. adults with household liquid assets of $250,000 or more, using a representative, probability-based panel to assess financial planning trends among affluent Americans. For more information about financial planning at Morgan Stanley, visit here.

    About Morgan Stanley Wealth Management

    Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, cash management and lending products and services, annuities and insurance, retirement and trust services.

    About Morgan Stanley

    Morgan Stanley (NYSE:MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm's employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.

    This has been prepared for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley recommends that investors independently evaluate particular investments and strategies and encourages investors to seek the advice of a Financial Advisor.

    When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, "Morgan Stanley") provide "investment advice" regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account ("Retirement Account"), Morgan Stanley is a "fiduciary" as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended ("ERISA"), and/or the Internal Revenue Code of 1986 (the "Code"), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide "investment advice", Morgan Stanley will not be considered a "fiduciary" under ERISA and/or the Code. For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

    Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences, or review our "Understanding Your Brokerage and Investment Advisory Relationships" brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.

    Past performance is not a guarantee or indicative of future performance. Historical data shown represents past performance and does not guarantee comparable future results.

    This material contains forward-looking statements and there can be no guarantee that they will come to pass.

    Diversification and asset allocation do not guarantee a profit or protect against loss in a declining financial market.

    This material should not be viewed as investment advice or recommendations with respect to asset allocation or any particular investment.

    Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.

    © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

    CRC # 4551017 06/2025

    View source version on businesswire.com: https://www.businesswire.com/news/home/20250702923659/en/

    Media Relations Contact:

    Christy Jockle [email protected]

    Jeanne Joe Perrone [email protected]

    Get the next $MS alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $MS

    DatePrice TargetRatingAnalyst
    11/26/2024Buy → Hold
    HSBC Securities
    11/15/2024$142.00Underweight → Equal Weight
    Wells Fargo
    10/4/2024$118.00Hold → Buy
    HSBC Securities
    9/11/2024Buy → Neutral
    Goldman
    8/2/2024$99.00 → $95.00Equal Weight → Underweight
    Wells Fargo
    7/17/2024Outperform → Perform
    Oppenheimer
    1/17/2024$94.00 → $87.00Overweight → Neutral
    JP Morgan
    1/17/2024$102.00 → $91.00Outperform → Mkt Perform
    Keefe Bruyette
    More analyst ratings

    $MS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Morgan Stanley downgraded by HSBC Securities

      HSBC Securities downgraded Morgan Stanley from Buy to Hold

      11/26/24 7:38:24 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley upgraded by Wells Fargo with a new price target

      Wells Fargo upgraded Morgan Stanley from Underweight to Equal Weight and set a new price target of $142.00

      11/15/24 8:38:28 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley upgraded by HSBC Securities with a new price target

      HSBC Securities upgraded Morgan Stanley from Hold to Buy and set a new price target of $118.00

      10/4/24 7:44:51 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Leibowitz Shelley B was granted 2,155 shares, increasing direct ownership by 5% to 48,614 units (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      6/3/25 4:09:40 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Director Nally Dennis M was granted 2,155 shares, increasing direct ownership by 5% to 44,385 units (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      6/3/25 4:09:28 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Director Butler Megan was granted 2,155 shares and covered exercise/tax liability with 286 shares, increasing direct ownership by 68% to 4,624 units (SEC Form 4)

      4 - MORGAN STANLEY (0000895421) (Issuer)

      6/3/25 4:09:15 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Morgan Stanley Infrastructure Partners Agrees to Sell Red Oak Power Facility

      Morgan Stanley Investment Management (MSIM), through investment funds managed by Morgan Stanley Infrastructure Partners (MSIP), its private infrastructure investment platform, today announced it has entered into an agreement to sell its ownership stake in TigerGenCo Red Oak Holdings, LLC ("Red Oak" or the "Facility") to funds managed by Strategic Value Partners. Located in Sayreville, New Jersey, Red Oak, is part of the PJM Interconnection, which is North America's largest power market. MSIP acquired the 831-megawatt combined cycle power plant in 2017 and has managed the Facility through its power asset management platform TigerGenCo, which also manages MSIP's investment in Bayonne Energy

      7/8/25 10:15:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Those With a Financial Plan Feel More Confident, Satisfied and Less Financially Worried, Finds Morgan Stanley Wealth Management

       Early & consistent financial planning key to maximize financial choices and opportunities While ~97% acknowledge the importance of financial planning to reach goals, only 53% have a financial plan Morgan Stanley Wealth Management today unveiled the results of research on financial planning, underscoring the pivotal role a professional financial plan plays not just in achieving financial long-term goals, but also confidence and wellbeing amid market uncertainty. The poll surveyed over one thousand affluent investors between the ages of 25-75 to explore how financial planning fits into their lives, with "financial planning" defined as a comprehensive process involving a Financial Ad

      7/8/25 8:05:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Announces 7.5 Cents Dividend Increase and Authorization of a Renewed $20 Billion Multi-Year Common Equity Share Repurchase Program

      Morgan Stanley (NYSE:MS) announced that it will increase its quarterly common stock dividend to $1.00 per share from the current $0.925 per share, beginning with the common stock dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2025. In addition, the Firm's Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2025. The share repurchases will be exercised from time to time at prices the Firm deems appropriate, subject to various considerations, including current market conditions, the Firm's capital position and future economic and e

      7/1/25 4:36:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    SEC Filings

    See more
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/8/25 3:12:11 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/8/25 1:40:45 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form FWP filed by Morgan Stanley

      FWP - MORGAN STANLEY (0000895421) (Subject)

      7/8/25 1:37:50 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    Leadership Updates

    Live Leadership Updates

    See more
    • Morgan Stanley Appoints 173 New Managing Directors

      Morgan Stanley has announced the appointment of 173 Managing Directors. The new Managing Directors are: Andrea Alberti Jon LeBoutillier Andrew Arena Ben L. Lee Emma Atkins Dick Lee Mona Benisi Jason Lees Maria Berezhkova Benjamin Liberos Alison Bilger Uri Lichtenfeld Priya Bindra Daniel J. Lingeza Nathan Bishop Fan Liu Peter Boehm Sarah Lloyd-Johns Dan Bray Elly Lukenskaite Katalin Broz Mayank Maheshwari Shinya Bukawa Richard Mancusi Edward Bury Koren Maranca Ryuk Byun Lesley A. Matthews James Carroll Helen Mbugua-Kahuki Matt Cashia Mandy McClung Kendal Cehanowicz Felipe M

      1/10/25 9:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Investment Management's 1GT Participates in €115 Million Investment in XOCEAN

      Funding to help accelerate growth of its ocean data services platform Morgan Stanley Investment Management (MSIM) announced today that the 1GT private climate equity strategy (1GT) participated in a €115 million fundraise for XOCEAN (company), a leading provider of ocean data to the offshore energy and civil hydrography sectors. 1GT participated in an investor consortium that includes S2G Ventures (S2G), Climate Investment (CI), and Crown Family's CC Industries (CCI). The investor consortium brings fit-for-purpose capital, diverse operational experience across the offshore value chain, and the strategic connectivity to accelerate the growth of XOCEAN's platform to meet the rapidly growi

      1/9/25 2:32:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Morgan Stanley Expansion Capital acquires stake in global payments fintech Sokin

      Strategic investment is expected to accelerate Sokin's product growth plans and further global expansion Additional investors include Gary Marino, former CCO at PayPal who will join the Board, Mark Britto, former CPO at PayPal, and Aurum Partners, the investment fund affiliated with the owners of the San Francisco 49ers and other strategic LPs Existing investors include Rio Ferdinand, former England and Manchester United defender Investment funds managed by Morgan Stanley Expansion Capital have acquired a stake in UK headquartered payments business Sokin, marking an exciting new chapter for the fast-expanding fintech firm. The acquisition will provide significant capital and accel

      7/24/24 8:00:00 AM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    Financials

    Live finance-specific insights

    See more
    • Morgan Stanley Announces 7.5 Cents Dividend Increase and Authorization of a Renewed $20 Billion Multi-Year Common Equity Share Repurchase Program

      Morgan Stanley (NYSE:MS) announced that it will increase its quarterly common stock dividend to $1.00 per share from the current $0.925 per share, beginning with the common stock dividend expected to be declared by the Firm's Board of Directors in the third quarter of 2025. In addition, the Firm's Board of Directors reauthorized a multi-year common equity share repurchase program of up to $20 billion, without a set expiration date, beginning in the third quarter of 2025. The share repurchases will be exercised from time to time at prices the Firm deems appropriate, subject to various considerations, including current market conditions, the Firm's capital position and future economic and e

      7/1/25 4:36:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Eaton Vance Closed-End Funds Release Estimated Sources of Distributions

      The Eaton Vance closed-end funds listed below released today the estimated sources of their June distributions (each a "Fund"). This press release is issued as required by the Funds' managed distribution plan (Plan) and an exemptive order received from the U.S. Securities and Exchange Commission. The Board of Trustees has approved the implementation of the Plan to make monthly, as noted below, cash distributions to common shareholders, stated in terms of a fixed amount per common share. This information is sent to you for informational purposes only and is an estimate of the sources of the June distribution. It is not determinative of the tax character of a Fund's distributions for the 2025

      6/30/25 4:00:00 PM ET
      $EOI
      $EOS
      $ETB
      $ETG
      Finance/Investors Services
      Finance
      Trusts Except Educational Religious and Charitable
      Investment Bankers/Brokers/Service
    • Morgan Stanley Declares Dividends on Its Preferred Stock

      Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues: Floating Rate Non-Cumulative Preferred Stock, Series A - $329.73 per share (equivalent to $ 0.329730 per Depositary Share) 10 Percent Non-Cumulative Non-Voting Perpetual Preferred Stock, Series C - $25.00 per share Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series E - $450.26 per share (equivalent to $0.450260 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series F - $434.46 per share (equivalent to $0.434462 per Depositary Share) Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series I - $402.86 per sh

      5/15/25 4:30:00 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance

    $MS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • SEC Form SC 13G filed by Morgan Stanley

      SC 13G - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 4:15:51 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • Amendment: SEC Form SC 13G/A filed by Morgan Stanley

      SC 13G/A - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 3:57:21 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance
    • SEC Form SC 13G filed by Morgan Stanley

      SC 13G - MORGAN STANLEY (0000895421) (Filed by)

      11/8/24 3:39:51 PM ET
      $MS
      Investment Bankers/Brokers/Service
      Finance