GlobeNewsWire
03 Jun 2026, 13:40 UTC · 1h ago
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Morgan Stanley Wealth Management has mobilized over 320 CFP® professionals to provide pro bono financial planning through the Foundation for Financial Planning. — While showing strong corporate social responsibility, the scale of the initiative is negligible relative to the firm's total assets under management and revenue.
+0.05Research indicates that supporting pro bono service can improve recruitment and retention of financial professionals, particularly those under age 35. — This suggests a minor long-term operational benefit for talent acquisition in a competitive labor market for wealth managers.
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The company is praised for its leadership in pro bono financial planning, which enhances its corporate culture and advisor engagement.
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