Morgan Stanley reports developments across its global financial services franchise, including wealth management, investment management, institutional securities, private credit and capital markets activity. Recurring updates include Morgan Stanley Investment Management product launches, education resources for advisors, private credit financings, Eaton Vance fund actions, sustainable investing research and family office governance themes.
News also covers capital-structure and shareholder matters, operating and financial results, regulatory disclosures and governance updates tied to Morgan Stanley’s common stock, preferred securities, funds and finance subsidiaries.
Morgan Stanley (NYSE: MS) reported record third-quarter Wealth Management net revenues of $9.1 billion as financial firms disclosed further client inflows. The unit recorded $232.4 billion in net new assets, $80.5 billion in fee-based flows and a 30.4% pre-tax margin. Client assets across wealth and investment management reached $10.5 trillion.
The broader backdrop included more than 440,000 new U.S. millionaires in 2025, bringing the total above 23.6 million, while inflation-adjusted median wealth per adult fell almost 20% since 2020. BlackRock reported $205 billion in third-quarter net inflows and $15.5 trillion under management at September 30. Schwab's quarterly core net new assets rose 38% year over year to $190.4 billion. Robinhood's second-quarter retirement assets under custody rose 82% year over year to $34.5 billion. LPL Financial recorded $13.5 billion in organic net new assets in August.
Morgan Stanley (MS) reported record third-quarter Wealth Management net revenues of $9.1 billion as client money flowed into financial firms. Its wealth business recorded $232.4 billion in net new assets, $80.5 billion in fee-based flows and a 30.4% pre-tax margin. Client assets across wealth and investment management reached $10.5 trillion.
Schwab (SCHW) reported record quarterly core net new assets of $190.4 billion, up 38% year over year. BlackRock (BLK) reported $205 billion in third-quarter net inflows and $15.5 trillion in assets under management at September 30. Robinhood (HOOD) reported second-quarter retirement assets under custody of $34.5 billion, up 82% year over year. LPL Financial (LPLA) recorded $13.5 billion in organic net new assets in August. These figures accompanied a UBS estimate that the United States added more than 440,000 millionaires in 2025.
Morgan Stanley (NYSE: MS) announced its third quarter 2026 financial results, which are now available on its Investor Relations website.
The results will be filed with the SEC on Form 8-K on October 14, 2026. A conference call to discuss the results is scheduled for 9:30 a.m. ET that day, with webcast playback available on the company's website.
Morgan Stanley Investment Management (MS) announced that its 1GT private climate equity strategy led a €49 million Series E funding round for Amber Electric, an energy flexibility platform for households. The capital will support Amber’s continued growth and expansion in Europe and follows a recent partnership with UK energy supplier E.ON, which also joined the round.
Amber, founded in Melbourne in 2017, is an energy retailer for Australian households and the country’s largest battery automation provider, with over 50% market share of automated batteries. Its Distributed Energy Resources platform and AI-based SmartShift technology optimize rooftop solar, residential batteries and electric vehicles using real-time wholesale energy prices, aiming to improve grid efficiency and integrate renewable energy.
Morgan Stanley Investment Management (MS) closed its inaugural North Haven Growth & Innovation Fund with $1.3 billion in oversubscribed capital commitments.
The fund is part of MSIM's $280 billion Alternatives platform and targets private, high-growth companies benefiting from sustained technological innovation. Morgan Stanley, its affiliates and employees collectively committed 24% of the fund’s capital, aligning the firm with investors. NHGIF will provide flexible capital across primary and secondary transactions, including company-led liquidity solutions, and has already invested in companies such as Databricks, Anduril and Ramp.
Morgan Stanley (MS) has announced the 2026 global cohort of its Inclusive & Sustainable Ventures accelerator, selecting 20 startups and four nonprofits across the Americas and EMEA for a five-month program.
Chosen from thousands of applicants, each of the 24 organizations will receive a $150,000 equity investment, or grant funding for nonprofits, plus access to a curated curriculum, networking opportunities, office space and mentorship from a dedicated MSISV team, Entrepreneurs in Residence and senior Morgan Stanley professionals. The cohort focuses on four themes: Environment, Health & Wellbeing, Economic Empowerment and Education & Human Capital, and will present at a global showcase and demo day in February 2027. Since 2017, MSISV has deployed more than $40 million to over 160 organizations.
Morgan Stanley (NYSE: MS), through funds managed by Morgan Stanley Real Estate Investing (MSREI), announced the acquisition of a Class A seniors housing portfolio in the Orlando and Tampa metropolitan areas of Florida. The portfolio consists of two communities totaling 300 units across independent living, assisted living and memory care.
AgeWell Senior Living, a Florida-based operator, will continue to operate the communities under the new ownership. According to Morgan Stanley Investment Management, MSREI has been investing in seniors housing since 2022 and now holds ownership interests in 13 senior living communities across the U.S. MSREI currently manages $58 billion of gross real estate assets worldwide, while Morgan Stanley Investment Management oversees about $2 trillion in assets under management or supervision as of June 30, 2026.
Morgan Stanley (NYSE: MS) announced that Co-President Dan Simkowitz will speak at the Barclays Global Financial Services Conference on September 15, 2026, at 11:15 a.m. ET. A webcast of the presentation will be available live and on demand in the Investor Relations section of Morgan Stanley’s website.
Morgan Stanley (NYSE: MS) declared regular dividends on multiple series of its preferred stock. Declared amounts per share include: Series A $301.21 (or $0.301206 per Depositary Share), Series C $25.00, Series E $455.21 (or $0.455208 per Depositary Share), Series F $439.24 (or $0.439236), Series I $407.29 (or $0.407292), Series K $365.63 (or $0.365625), Series L $304.69 (or $0.304688), Series M $29.38, Series N $1,810.86 (or $18.108564), Series O $265.63 (or $0.265625), Series P $406.25 (or $0.406250) and Series Q $414.06 (or $0.414063).
According to Morgan Stanley, dividends for Series M and N are payable on September 15, 2026 to holders of record on August 31, 2026, while dividends for Series A, C, E, F, I, K, L, O, P and Q are payable on October 15, 2026 to holders of record on September 30, 2026.
Eaton Vance Limited Duration Income Fund (NYSE American: EVV), Eaton Vance Senior Floating-Rate Trust (NYSE: EFR), and Eaton Vance Senior Income Trust (NYSE: EVF) will redeem all remaining auction preferred shares (APS) at liquidation preference plus accumulated but unpaid dividends.
Following May 2026 voluntary tenders, the remaining APS total 120 shares ($3.0 million) for EVV, 20 shares ($0.5 million) for EFR, and 280 shares ($7.0 million) for EVF, each with a $25,000 per share liquidation preference. Management cited limited leverage benefit, APS maintenance costs, and ongoing asset-testing requirements in recommending full redemption, which the boards approved. The redemptions are scheduled for September 15, 2026, after which APS dividends will stop accruing, and holders will receive formal notices with procedural details.