Morgan Stanley Buys EquityZen in First Deal for CEO Ted Pick

Published on October 29, 2025

The deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.

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Stifel Hit With More Settlements Over Structured Notes, Adding Pressure to Sell to Larger Rival, Sources Say

October 29, 2025
Almost two dozen claims have been filed against the firm over a former rep’s sale of the notes. Sources say that adds pressure on executives to seek a deal, and that Raymond James has been internally named as the likely suitor.

A Checklist May Help Taxpayers Navigate Year-End Planning

October 29, 2025
Review investments, estimate income, maximize retirement savings and consider charitable donations are among many year-end planning ideas. Our Bill Cass shares a helpful checklist to use as a guide when planning.