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Survey Indicates that Stock Plan Participants Need More Than Education

POSTED ON March 22, 2022 BY Bill Dillhoefer

The Morgan Stanley at Work 2021 Annual Stock Plan Participant Survey contained a number of notable findings regarding equity compensation programs and recipients including: Most respondents (75%) feel confident in their ability to access their stock plan account online, but only half (52%) understand how to sell their company shares. 66% aren’t confident that they […]

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Report on Stock Option Planning Technology

POSTED ON March 10, 2022 BY Bill Dillhoefer

A report published by Kitces.com entitled “The Technology That Independent Financial Advisors Actually Use (And Like)” provides some interesting insights on what financial advisors are using to assist clients that receive employee stock options and other forms of equity compensation. Stock Option Planning Stock Options is another specialized domain where advisors often find a need […]

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