INSERTING and REPLACING Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards
Morgan Stanley (NYSE: MS) has secured two prestigious 2024 Money Management Institute (MMI)/Barron's Industry Awards. The company received the Wealth Manager Platform of The Year Award for its Select UMA Platform and a Distribution Excellence award for its Field Engagement Initiative. The Select UMA Platform is designed to streamline investment processes and provide comprehensive asset management, while the Field Engagement Initiative focuses on enhancing financial advisors' practice impact. These awards, granted for the period from October 2023 to June 2024, were selected from a pool of 6 firms for the Platform award and 12 firms for the Distribution Excellence category.
Morgan Stanley (NYSE: MS) ha ottenuto due prestigiosi premi del Money Management Institute (MMI)/Barron's Industry Awards per il 2024. L'azienda ha ricevuto il premio per la piattaforma di gestione patrimoniale dell'anno per la sua Select UMA Platform e un premio per l'eccellenza nella distribuzione per l'Iniziativa di Coinvolgimento sul Campo. La Select UMA Platform è progettata per semplificare i processi di investimento e fornire una gestione completa degli attivi, mentre l'Iniziativa di Coinvolgimento sul Campo si concentra sul miglioramento dell'impatto delle pratiche dei consulenti finanziari. Questi premi, conferiti per il periodo da ottobre 2023 a giugno 2024, sono stati selezionati da un pool di 6 società per il premio alla piattaforma e 12 società per la categoria dell'eccellenza nella distribuzione.
Morgan Stanley (NYSE: MS) ha obtenido dos prestigiosos premios de los Money Management Institute (MMI)/Barron's Industry Awards para 2024. La compañía recibió el Premio a la Plataforma de Gestión Patrimonial del Año por su Select UMA Platform y un Premio a la Excelencia en Distribución por su Iniciativa de Compromiso en el Campo. La Select UMA Platform está diseñada para simplificar los procesos de inversión y proporcionar una gestión integral de activos, mientras que la Iniciativa de Compromiso en el Campo se centra en mejorar el impacto de las prácticas de los asesores financieros. Estos premios, otorgados para el período de octubre de 2023 a junio de 2024, fueron seleccionados de un grupo de 6 firmas para el premio de Plataforma y 12 firmas para la categoría de Excelencia en Distribución.
모건 스탠리 (뉴욕증권거래소: MS)가 2024년 머니 매니지먼트 인스티튜트 (MMI)/배런스 산업 상에서 두 개의 권위 있는 상을 수상했습니다. 회사는 Select UMA 플랫폼에 대해 올해의 자산 관리 플랫폼 상과 필드 참여 이니셔티브에 대한 유통 우수 상을 받았습니다. Select UMA 플랫폼은 투자 프로세스를 간소화하고 종합적인 자산 관리 서비스를 제공하도록 설계되었으며, 필드 참여 이니셔티브는 재정 자문가들의 실무 영향을 향상시키는 데 중점을 두고 있습니다. 이 상들은 2023년 10월부터 2024년 6월까지의 기간에 대해 수여되며, 플랫폼 상에 대해서는 6개 회사, 유통 우수 부문에 대해서는 12개 회사에서 선정되었습니다.
Morgan Stanley (NYSE: MS) a obtenu deux prix prestigieux aux Money Management Institute (MMI)/Barron's Industry Awards pour 2024. La société a reçu le prix de la plateforme de gestion de patrimoine de l'année pour sa Select UMA Platform et un prix d'excellence en distribution pour son Initiative d'Engagement sur le Terrain. La Select UMA Platform est conçue pour rationaliser les processus d'investissement et fournir une gestion complète des actifs, tandis que l'Initiative d'Engagement sur le Terrain se concentre sur l'amélioration de l'impact des pratiques des conseillers financiers. Ces prix, décernés pour la période d'octobre 2023 à juin 2024, ont été sélectionnés parmi un groupe de 6 entreprises pour le prix de la plateforme et 12 entreprises pour la catégorie d'excellence en distribution.
Morgan Stanley (NYSE: MS) hat zwei prestigeträchtige Auszeichnungen der Money Management Institute (MMI)/Barron's Industry Awards für 2024 erhalten. Das Unternehmen wurde mit dem Preis für die Vermögensverwaltungsplattform des Jahres für seine Select UMA Plattform und einem Preis für Vertriebs-Exzellenz für seine Field Engagement Initiative ausgezeichnet. Die Select UMA Plattform ist darauf ausgelegt, Investitionsprozesse zu optimieren und eine umfassende Vermögensverwaltung zu bieten, während die Field Engagement Initiative darauf abzielt, den Einfluss der Finanzberater zu steigern. Diese Auszeichnungen, die für den Zeitraum von Oktober 2023 bis Juni 2024 vergeben wurden, wurden aus einem Pool von 6 Unternehmen für den Plattformpreis und 12 Unternehmen für die Kategorie Vertriebs-Exzellenz ausgewählt.
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Insert after eighth paragraph, second sentence of release: These awards were granted to Morgan Stanley based on the time period from October 2023 to June 2024. There were 6 firms considered for the Wealth Management Platform of the Year Award and 12 firms considered for the Distribution Excellence Award. The Money Management Institute (MMI) is the industry association representing financial services firms and Barron’s is a financial magazine both groups are responsible for the award.
The updated release reads:
MORGAN STANLEY WINS TWO 2024 MONEY MANAGEMENT INSTITUTE (MMI)/BARRON’S INDUSTRY AWARDS
Morgan Stanley (NYSE: MS) announced today that it has won two Industry Awards from the Money Management Institute (MMI) and Barron’s. The awards include a Wealth Manager Platform of The Year Award for The Morgan Stanley Wealth Management (MSWM) Select UMA Platform and a Distribution Excellence award for Morgan Stanley’s Field Engagement Initiative.
“These awards demonstrate our dedication to continuously enhancing the experience for clients and Financial Advisors, and leveraging technology to deliver innovative solutions at scale,” said Jed Finn, Head of Morgan Stanley Wealth Management. “With Financial Advisors at the center of our Wealth Management universe, we aim to ensure they have best-in-class asset allocation tools at their disposal, and leading firmwide resources at their fingertips, to meet the increasingly complex needs of Morgan Stanley clients.”
The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation in delivering better outcomes for investors and financial advisors. The award was given for the Morgan Stanley Wealth Management (MSWM) Select UMA Platform which is a unified managed account program designed to simplify the investment process and provide comprehensive asset management. The platform offers tailored asset allocation advice aligned with client goals and risk tolerance and aims to put the collective experience of Morgan Stanley Wealth Management’s clients, financial advisors, and asset managers first when constructing and maintaining suitable and customized investment portfolios.
The Distribution Excellence category honors firms that provide exemplary and innovative advisor sales support both in the field and from the home office. Morgan Stanley has received the award for its Field Engagement Initiative which is focused on dramatically improving the impact of their financial advisors’ practice by providing them with resources to ensure they could deliver the full power of the Firm to their client relationships.
Since its inception, the annual MMI/Barron’s Industry Awards recognizes innovation and leadership in the investment advisory solutions industry and celebrates outstanding achievement by honoring firms that have raised the bar by delivering superior solutions for Financial Advisors and investors.
For more information about Morgan Stanley’s MMI/Barron’s Industry Award honors as well as a full list of this year’s honorees, please visit www.MMInst.org.
About the MMI/Barron’s Industry Awards Program
The winners were selected by a specially appointed MMI Industry Awards Steering Council. The Steering Council consists of representatives from all segments of the MMI membership. After carefully reviewing the nominations submitted, the Steering Council determined a slate of finalists in each award category. The primary contacts at each of MMI’s 207 member firms were eligible to vote to determine the winners. Nominations were reviewed and evaluated to determine finalists June 2024 - July 2024. Finalists were voted on to determine a winner August 2024.
MMI/Barron’s does not receive compensation from the participating firms in exchange for the award and Morgan Stanley did not pay a fee to MMI/Barron’s in exchange for its receipt of the award. Morgan Stanley is a member of MMI and pays a fee to MMI as part of its membership dues. Morgan Stanley’s receipt of this award is not indicative of any future performance. These awards were granted to Morgan Stanley based on the time period from October 2023 to June 2024. There were 6 firms considered for the Wealth Management Platform of the Year Award and 12 firms considered for the Distribution Excellence Award. The Money Management Institute (MMI) is the industry association representing financial services firms and Barron’s is a financial magazine both groups are responsible for the award.
About the Money Management Institute (MMI)
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources, and thought leadership, MMI facilitates peer-to-peer connections, fosters industry knowledge and professionalism, and supports the development of the next generation of industry leadership. MMI member firms are dedicated to helping individual and institutional investors, at every level of assets, plan for and fulfill their financial goals. For more information, visit https://www.mminst.org/2024-industry-awards
About Barron’s
Barron’s is America’s premier financial publication, known for its market-moving stories. Published by Dow Jones since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals, and senior corporate executives. With new content available every day online and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, the Wealth & Asset Management Group’s annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing, and expanding best practices in wealth management. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas, and insights they can use to increase their professional success and enhance their personal, financial well-being.
About Morgan Stanley
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241028424037/en/
Media Relations Contact: mediainquiries@morganstanley.com
Source: Morgan Stanley
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