Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron’s Industry Awards
Morgan Stanley (NYSE: MS) has secured two prestigious awards from the Money Management Institute (MMI) and Barron's in 2024. The firm won the Wealth Manager Platform of The Year Award for its Select UMA Platform, which offers tailored asset allocation advice and comprehensive investment management. Additionally, Morgan Stanley received the Distribution Excellence award for its Field Engagement Initiative, designed to enhance financial advisors' practice impact.
The Select UMA Platform simplifies investment processes while aligning with client goals and risk tolerance. The Field Engagement Initiative focuses on empowering financial advisors with resources to deliver comprehensive firm services to clients. These achievements highlight Morgan Stanley's commitment to innovation and excellence in wealth management solutions.
Morgan Stanley (NYSE: MS) ha ricevuto due prestigiosi premi dall'Money Management Institute (MMI) e da Barron's nel 2024. L'azienda ha vinto il Premio per la Piattaforma di Gestione Patrimoniale dell'Anno per la sua Piattaforma Select UMA, che offre consulenze sull'allocazione patrimoniale personalizzate e una gestione degli investimenti completa. Inoltre, Morgan Stanley ha ricevuto il Premio per l'Eccellenza nella Distribuzione per la sua Iniziativa di Coinvolgimento sul Campo, progettata per migliorare l'impatto delle pratiche dei consulenti finanziari.
La Piattaforma Select UMA semplifica i processi di investimento, allineandosi con gli obiettivi e la tolleranza al rischio dei clienti. L'Iniziativa di Coinvolgimento sul Campo si concentra sul potenziamento dei consulenti finanziari fornendo loro risorse per offrire servizi completi dell'azienda ai clienti. Questi successi mettono in evidenza l'impegno di Morgan Stanley verso l'innovazione e l'eccellenza nelle soluzioni di gestione patrimoniale.
Morgan Stanley (NYSE: MS) ha asegurado dos premios prestigiosos del Money Management Institute (MMI) y Barron's en 2024. La firma ganó el Premio a la Plataforma de Gestión Patrimonial del Año por su Plataforma Select UMA, que ofrece asesoramiento personalizado en la asignación de activos y una gestión de inversiones integral. Además, Morgan Stanley recibió el Premio a la Excelencia en Distribución por su Iniciativa de Participación en el Campo, diseñada para mejorar el impacto de la práctica de los asesores financieros.
La Plataforma Select UMA simplifica los procesos de inversión mientras se alinea con los objetivos y la tolerancia al riesgo del cliente. La Iniciativa de Participación en el Campo se centra en empoderar a los asesores financieros con recursos para ofrecer servicios integrales de la firma a los clientes. Estos logros destacan el compromiso de Morgan Stanley con la innovación y la excelencia en las soluciones de gestión patrimonial.
모건 스탠리 (NYSE: MS)는 2024년 머니 매니지먼트 기관 (MMI)과 바론스로부터 두 개의 권위 있는 상을 수상했습니다. 이 회사는 맞춤형 자산 배분 조언과 포괄적인 투자 관리를 제공하는 올해의 자산 관리 플랫폼상을 Select UMA 플랫폼으로 수상했습니다. 또한, 모건 스탠리는 재무 상담사의 실무 영향력을 증대시키기 위해 설계된 유통 우수상을 위해 현장 참여 이니셔티브를 수상했습니다.
Select UMA 플랫폼은 고객 목표와 위험 허용 범위에 맞추어 투자 과정을 단순화합니다. 현장 참여 이니셔티브는 재무 상담사가 고객에게 회사의 포괄적인 서비스를 제공할 수 있도록 자원을 제공하여 그들의 권한을 강화하는 데 중점을 두고 있습니다. 이러한 성과는 자산 관리 솔루션의 혁신과 우수성에 대한 모건 스탠리의 의지를 강조합니다.
Morgan Stanley (NYSE: MS) a obtenu deux prix prestigieux du Money Management Institute (MMI) et de Barron's en 2024. La société a remporté le Prix de la Plateforme de Gestion de Patrimoine de l'Année pour sa plateforme Select UMA, qui propose des conseils sur l'allocation d'actifs personnalisés et une gestion d'investissement complète. De plus, Morgan Stanley a reçu le Prix d'Excellence en Distribution pour son Initiative d'Engagement sur le Terrain, conçue pour améliorer l'impact des pratiques des conseillers financiers.
La plateforme Select UMA simplifie les processus d'investissement tout en s'alignant sur les objectifs et la tolérance au risque des clients. L'Initiative d'Engagement sur le Terrain vise à habiliter les conseillers financiers avec des ressources pour fournir des services complets de l'entreprise aux clients. Ces réalisations soulignent l'engagement de Morgan Stanley envers l'innovation et l'excellence dans les solutions de gestion de patrimoine.
Morgan Stanley (NYSE: MS) hat im Jahr 2024 zwei prestigeträchtige Auszeichnungen vom Money Management Institute (MMI) und Barron's erhalten. Die Firma gewann den Preis für die Vermögensverwalter-Plattform des Jahres für ihre Select UMA Plattform, die maßgeschneiderten Rat zur Vermögensallokation und umfassendes Investmentmanagement bietet. Darüber hinaus erhielt Morgan Stanley den Auszeichnung für Vertriebsexzellenz für ihre Feldengagement-Initiative, die darauf abzielt, die Praxiswirkung von Finanzberatern zu verbessern.
Die Select UMA Plattform vereinfacht die Investitionsprozesse und stimmt mit den Zielen und der Risikotoleranz der Kunden überein. Die Feldengagement-Initiative konzentriert sich darauf, Finanzberatern Ressourcen zur Verfügung zu stellen, um umfassende Unternehmensdienstleistungen für die Kunden anzubieten. Diese Errungenschaften unterstreichen das Engagement von Morgan Stanley für Innovation und Exzellenz in Vermögensverwaltungslösungen.
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“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 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.
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.
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Media Relations Contact: mediainquiries@morganstanley.com
Source: Morgan Stanley
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