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Get in the Game with E*TRADE from Morgan Stanley
[February 05, 2024]

Get in the Game with E*TRADE from Morgan Stanley


E*TRADE from Morgan Stanley announced today it will air a 30-second spot during the second quarter of the game. The ad will feature the iconic E*TRADE Baby, this time getting his first taste of Pickleball-the number one growing sport in the United States, boasting over 48 million players.1

"The Big Game is not just the most watched American event of the year, it also comes at a point of reflection-after the holiday season where many may feel financially exhausted, and at the start of the year where folks are looking for a fresh start and new money habits," said Andrea Zaretsky, Chief Marketing Officer, Morgan Stanley Wealth Management. "Through this ad, we aim to encourage consumers to get in the game, figuratively through Pickleball, but on a very real level through taking control of their finances."

On Monday, February 12th, E*TRADE from Morgan Stanley will host its first annual "Money Monday" event, a day punctuated by timely education, self-directed investing tools and offers, and a tent-pole discussion with Morgan Stanley's Chief Global Economist Seth Carpenter and New York Times best-selling author Nicole Lapin.

Prior to entering the private sector, Mr. Carpenter had an almost two-decade career in the public sector: During a 15-year tenure at the Federal Reserve, he rose to the position of Deputy Director of the Division of Monetary Affairs, working on monetary policy strategy and implementation. And at the US Treasury, he was Deputy Assistant Secretary for Macroeconomic Analysis before being nominated by President Obama to be Assistant Secretary for Financial Markets.

Ms. Lapin is a New York Times and Wall Street Journal Best-Selling Author, having previously served as the youngest-ever anchor on CNN, Bloomberg and CNBC. She is a frequent contributor to Good Morning America, The Talk and On Air with Ryan Seacrest. In 2023, she launched her own business and finance-focused podcast network, Money News Network. Her personal finance podcast Money Rehab consistently ranks in the top 10 on Apple's business charts. She also cohosts Help Wanted, a career advice podcast, with Entrepreneur Magazine editor in chief Jason Feifer.

Research suggests Money Monday comes at a critical time for investors. In a recent Q1 2024 study of investors conducted by Morgan Stanley Wealth Management:

  • The top financial resolution for 2024 was to learn more about investing, trading, and the markets.
  • Despite current income and savings, 73% of investors feel they could be doing better.
  • 57% of investors agree that financial jargon hinders their ability to invest on their own.

"Money Monday follows in the tradition of recent consumer holidays like Black Friday, Cyber Monday, or Singles Day, but with an important twist," continued Zaretsky. "While these holidays typically focus on spending, we are focused on just the opposite in that we are promoting prudent financial planning and sound investment strategies. As part of the Morgan Stanley Wealth Management ecosystem, E*TRADE clients regardless of their wealth or life stage have access to a wide array of resources, from easy-to-use online tools all the way to comprehensive guidance from Financial Advisors, making us positioned to deliver a well-rounded agenda-we welcome anyone and everyone to attend."

E*TRADE from Morgan Stanley is also offering a special limited time promotion of up to $1,000 when opening an account. 2 To learn more about E*TRADE from Morgan Stanley's Money Monday and register for the event, click here.

As part of Money Monday, Morgan Stanley is teaming up with the SIFMA Foundation, an organization dedicated to fostering knowledge and understanding of the financial markets for individuals of all backgrounds, to participate in their InvestWrite and Invest it Forward financial literacy programs.

Campaign development created with 72andSunny. Randy Krallman of SMUGGLER, who also directed E*TRADE's last two Big Game ads, was back at the helm to direct. Visit etrade.com to watch the commercial.

About E*TRADE from Morgan Stanley and Important Notices

Securities products and investment advisory services offered by Morgan Stanley Smith Barney LLC, Member SIPC and a Registered Investment Adviser. Commodity futures and options on futures products and services offered by E*TRADE Futures LLC, Member NFA Stock plan administration solutions and services offered by E*TRADE Financial Corporate Services, Inc., and are a part of Morgan Stanley at Work. Banking products and services provided by Morgan Stanley Private Bank, National Association, Member FDIC. All entities are separate but affiliated subsidiaries of Morgan Stanley. E*TRADE from Morgan Stanley and Morgan Stanley at Work are registered trademarks of Morgan Stanley.

More information is available at www.etrade.com.

The material provided by Morgan Stanley Smith Barney LLC or its affiliates is for educational purposes only and is not an individualized recommendation. This information neither is, nor should be construed as, an offer or a solicitation of an offer to buy, sell, or hold any security, financial product, or instrument discussed herein or to engage in any specific investment strategy.

© 2024 E*TRADE from Morgan Stanley. All rights reserved.

  1. Association of Pickleball Professionals (APP), New APP Research Reveals Nearly 50 Million Adult Americans Have Played Pickleball In The Last 12 Months; Average Age Drops To 35
  2. Offer valid for one new E*TRADE non-retirement brokerage account opened and funded within 60 days of account opening with qualifying deposit. Other restrictions may apply. Visit etrade.com for full details. You must be at least 18 years old to open an E*TRADE account.

About the MSWM Pulse Survey Results
This wave of the survey was conducted from January 3 to January 17 of 2024 among an online US sample of 903 self-directed investors, investors who fully delegate investment account management to financial professionals, and investors who utilize both. The survey has a margin of error of ±3.20 percent at the 95 percent confidence level. It was fielded and administered by Dynata. The panel is broken into thirds investable assets: less than $500k, between $500k to $1 million, and over $1 million. The panel is 60% male and 40% female and self-select as having moderate+ investing experience, with an even distribution across geographic regions, and age bands.

Referenced Data:





Despite my current income and savings, I feel I could be doing better.

Agree (Top 2 Box)

73%

Very much agree

29%

Somewhat agree

44%

Somewhat disagree

21%

Very much disagree

6%

Disagree (Bottom 2 Box)

27%


Financial jargon hinders my ability to understand how to invest on my own.

Agree (Top 2 Box)

57%

Very much agree

19%

Somewhat agree

38%

Somewhat disagree

28%

Very much disagree

15%

Disagree (Bottom 2 Box)

43%

 


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