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Invested at Work

Invested at Work

By: Morgan Stanley at Work
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How can companies help make a positive difference in the lives of their employees? We explore best practices and lessons learned when it comes to workplace financial benefits.

© Morgan Stanley Smith Barney LLC
Economics Management Management & Leadership
Episodes
  • Introducing: Invested at Work Season 4
    Jun 1 2026

    As companies scale, how can they keep employees engaged and rewarded? In this season of Invested at Work, we explore how total compensation strategies make all the difference—at any stage of growth.

    Host Rodney Bolden sits down with founders and benefits leaders to discuss equity compensation and total rewards strategies, and share stories about how those strategies can powerfully impact the lives of employees and their families.

    Follow Invested at Work on your favorite podcasting app. New episodes coming this summer.

    Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

    Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.

    This material has been prepared for educational purposes only. The guest speakers are neither employees of nor affiliated with Morgan Stanley Smith Barney LLC, otherwise known as Morgan Stanley. The opinions expressed by our external guests are solely their own and do not represent the views of Morgan Stanley. Please see our show notes for a full disclaimer on the information provided.

    The information contained in this podcast is of a general nature for informational purposes only and is not intended to address the circumstances of any particular individual or entity nor is the information intended as, nor does it constitute advice.

    Tax laws are complex and subject to change. This information is based on current federal tax laws in effect at the time this was written. Morgan Stanley Smith Barney LLC, its affiliates, Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    CRC# 5489990 (05/26)

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    2 mins
  • How We Really Feel About AI: Voices From the Workplace [Bonus Episode]
    Aug 26 2025

    AI is changing the way we work—and fast. But beyond the headlines, how are people really using it in the workplace? And how do they feel about it?

    In this special bonus episode of Invested at Work, host Rodney Bolden checks in with guests from across the season to explore how AI is being adopted on the ground—from equity administration to customer service—and the emotions it’s stirring up along the way.

    Visit MorganStanley.com/atwork for more insights on workplace financial benefits.

    Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.



    This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy.

    Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.

    The views and opinions expressed herein are those of the speaker and do not necessarily reflect the views of Morgan Stanley Wealth Management or its affiliates. All opinions are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is no guarantee of future results.

    Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.

    Morgan Stanley at Work services are provided by wholly owned subsidiaries of Morgan Stanley.

    Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.

    This material may provide the addresses of, or contain hyperlinks to, websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website.

    © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.

    CRC# 4675136 07/2025

    Source: Pew Research Center, U.S. Workers Are More Worried Than Hopeful About Future AI Use in the Workplace. 2025.


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    15 mins
  • Designing Equity Compensation Plans That Drive Engagement With Asana’s Christine Zwerling
    Aug 12 2025
    Equity compensation can be a powerful tool to engage and motivate employees, but only when they understand its value. With over 25 years of experience in stock plan administration, Christine Zwerling, Head of Stock Administration at Asana, shares insights for HR leaders looking to make equity work harder for their teams. In this episode of Invested at Work, host Rodney Bolden speaks with Christine about how equity compensation can be a key lever for culture and connection. Christine shares how Asana’s approach ties equity compensation to corporate goals, how employee understanding of equity evolves over time and why clear communication is key to maximizing its value. They also discuss common misconceptions about equity, the disconnect between how HR and employees perceive its value, and how strong equity plans can support both business performance and employee well-being.Visit MorganStanley.com/atwork for more insights on workplace financial benefits. Visit Asana.com to learn more about the workplace management tool that is Asana. Invested at Work is brought to you by Morgan Stanley at Work, hosted by Rodney Bolden. Our executive producers are Fiona Kelsey and Lisa Boyce. Our production partner is Sequel Media Inc.The guest speaker is neither an employee nor affiliated with Morgan Stanley Smith Barney LLC. Opinions expressed by the guest speaker are solely his or her own and do not necessarily reflect those of Morgan Stanley Smith Barney LLC.This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is no guarantee of future results.This material has been prepared for educational purposes only. The views, opinions or advice contained within this presentation are solely those of the presenter, who is not affiliated with Morgan Stanley, and do not necessarily reflect those of Morgan Stanley or its affiliates. Morgan Stanley makes no representation regarding the accuracy of any statements made by the presenter. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.This material may provide the addresses of, or contain hyperlinks to, websites. Morgan Stanley is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the websites. Except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm has not reviewed the linked site. Equally, except to the extent to which the material refers to website material of Morgan Stanley Wealth Management, the firm takes no responsibility for, and makes no representations or warranties whatsoever as to, the data and information contained therein. Such address or hyperlink (including addresses or hyperlinks to website material of Morgan Stanley Wealth Management) is provided solely for your convenience and information and the content of the linked site does not in any way form part of this document. Accessing such website or following such link through the material or the website of the firm shall be at your own risk and we shall have no liability arising out of, or in connection with, any such referenced website. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.Diversification does not guarantee a profit or protect against loss in a declining financial market.Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an AI-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output.Information contained herein is based on data from multiple sources considered to be reliable and Morgan Stanley Smith Barney LLC (“Morgan Stanley”) makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley.NOT ALL PRODUCTS AND SERVICES ARE AVAILABLE IN ALL JURISDICTIONS OR COUNTRIES. Content and services available to non-US participants may be different than those available to US participants. Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc., Solium Capital LLC, Solium Plan Managers LLC and Morgan Stanley Smith Barney LLC (“MSSB”), which are part of Morgan Stanley at Work. Morgan Stanley at Work services and stock plan accounts are provided by wholly owned subsidiaries of Morgan Stanley. Morgan Stanley at Work stock plan accounts were previously referred to as Shareworks, StockPlan Connect or E*TRADE stock plan accounts, as applicable. In connection with stock plan solutions offered by Morgan Stanley at Work, securities ...
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    34 mins
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