This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. REP. magazines Top 50 Wirehouse Women, October 1, 2014. Source: Forbes.com (March 2021) 2021 Forbes America's Top Women Wealth Advisors ranking awarded in 2021. Simply download it on your mobile device and use your Morgan Stanley Online username and password to log in. Source: Forbes.com (July 2020) 2020 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2020. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. This ranking is not indicative of the Financial Advisors future performance. Financial Advisors are ranked by their annual trailing-12 month production (as of Sept 31, 2021). Morgan Stanley Real Estate Prime Property Fund is a real estate core fund managed by Morgan Stanley Real Estate Advisors. Nominees must be women retirement plan advisors with their own book of business. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Source: ASPPAs ASPPA 401(k) Leadership Award is designed to acknowledge a specific accomplishment and/or contribution by an individual or group of individuals within the 401(k) industry. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. endstream
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As a Morgan Stanley client, you can now conveniently view your accounts from other financial institutions on Morgan Stanley Online or by using the Morgan Stanley Mobile App, giving you a more complete financial picture. We are taking advantage of the arbitrage between public and private markets and funds in need of liquidity, Morgan Stanley research analyst Tony Charles wrote in a December note. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2009 - Dec 2010. Source: Barron's.com (March 2019) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2019. Investors Seek to Pull $20 Billion From Core Real Estate Funds The clients quantitative responses to the questions may not be representative of any one clients experience and are not indicative of the participating firms nor their financial advisors future performance.