Morgan Stanley has been recognized with two prestigious awards from the Money Management Institute (MMI) and Barron’s. The firm received the Wealth Manager Platform of The Year Award for its Morgan Stanley Wealth Management (MSWM) Select UMA Platform, and a Distribution Excellence award for its Field Engagement Initiative.
Jed Finn, Head of Morgan Stanley Wealth Management, commented on the recognition: “These awards demonstrate our dedication to continuously enhancing the experience for clients and Financial Advisors, and leveraging technology to deliver innovative solutions at scale.”
The Wealth Manager Platform of the Year award highlights platforms that show innovation in improving outcomes for investors and financial advisors. Morgan Stanley's MSWM Select UMA Platform simplifies investment processes and offers comprehensive asset management through tailored asset allocation advice.
The Distribution Excellence award acknowledges firms providing exceptional advisor sales support. Morgan Stanley's Field Engagement Initiative focuses on enhancing financial advisors' practices by equipping them with resources to maximize their client relationships.
The MMI/Barron’s Industry Awards celebrate innovation and leadership in investment advisory solutions, honoring firms that deliver superior solutions for financial advisors and investors.
For further details on Morgan Stanley’s honors and other awardees, visit www.MMInst.org.
The winners were chosen by an MMI Industry Awards Steering Council composed of representatives from various segments of MMI membership. After reviewing nominations from June to July 2024, finalists were selected and voted on in August 2024. No compensation was exchanged between participating firms and MMI/Barron’s for these awards.
Established in 1997, MMI represents financial services firms offering investment advisory solutions. Barron’s is a leading financial publication known for its market insights since 1921.