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 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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