Bill Miller's record-setting fund beat the market for 15 straight years. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Morgan Stanley Smith Barney LLC does not pay a fee to Worth magazine in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. The rating is not indicative of the Financial Advisor’s past or future performance. Here’s how two members of our 2020 Multicultural Innovation Lab adjusted to the new realities. Barron’s Top 100 Women Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Source: Barron’s Top 100 Women Financial Advisors, June 07, 2019. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Advisors on the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Citigroup said with the completion of the deal, a key measure of its stability, the Basel III tier 1 common ratio, will rise by 0.45 percentage points. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The ranking is based on the team’s defined contributions to assets under management. America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Barron’s in exchange for the rating. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings are based on the opinions of SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to The Financial Times in exchange for the rating. We offer sustainable investment products, foster innovative solutions and provide actionable insights across sustainability issues.Â. CRC 1219129 07/2015 The rating is not indicative of the Financial Advisor’s future performance. The invitation-only conference was held at The Breakers in Palm Beach, Florida, from December 4 to 6. NAPA’s “Top DC Advisor Teams,” unlike other lists, recognizes firms, or what may, in a wirehouse environment, be referred to as a team, or office, for their defined contribution (DC) practice specifically. Source: REP. magazine’s Top 40 Wirehouse Advisors Under 40, August 5, 2013. NABCAP contracts with Rank Premier Advisors to administer its evaluation process. Source: NABCAP: Premier Wealth Advisors, Omaha Magazine, Over 5,000 direct contacts and over 40,000 indirect contacts were made to seek participation and/or nomination of participants in the Premier Wealth Advisor Program. The rating is not indicative of the Financial Adviser’s future performance. For more on methodology please go to www.ft.com/reports. Barron's Ranking the Institutional Consultants 2017. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Worth editors receive thousands of nominations nationwide from Worth readers and investment professionals. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Source: Forbes.com (February 2019). Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. Barron’s Top 1,200 Financial Advisors 2019. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. NABCAP’s methodology includes, but is not limited to (i) average assets per client, (ii) average number of clients per advisor, (iii) financial advisor to support staff ratio, and (iv) financial advisor and support staff credentials/designations. Forbes Magazine's Top Women Wealth Advisors 2020, Source: Forbes.com (April, 2020). Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Financial Times Top 401 Retirement Plan Advisors 2017. NABCAP’s evaluation and ranking program (including the evaluation and validation process and the list of NABCAP Premier Advisors) is an independent third-party assessment based on objective, unbiased questions (the "Program"). Investment performance is not a criterion. America's Top 250 Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and 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. Barron's “Top 50 Institutional Consulting Teams 2020". A panel of judges reviewed the anonymized questionnaires and selected the women honored in three categories: All Star, Captains, and Rising Stars. Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction and more. On Wall Street’s Top 75 Branch Managers 2018. SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Nominated advisors are then asked to complete an extensive survey. Morgan Stanley planned to buy additional slices over the next five years, at prices to be determined later. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. In order to be selected as a finalist, advisers had to meet requirements, set by the PLANADVISER editorial and judging team; nominees must: have a majority of their business revenue derived from employer-sponsored retirement plans; serve as a fiduciary to client plans; show a commitment to fee-based compensation; and use replacement rate or outcome-based metrics of plans with clients, among other benchmarks. The rating may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. PLANADVISER Top 100 Retirement Plan Advisers 2019. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Washingtonian Magazine Wealth Manager Award 2012. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The 401kWire’s 300 Most Influential DC Advisors as identified by 401kWire using quantitative criteria selected from a pool of over 3,000 nominations from the industry and the 401kWire’s editorial staff. Investment performance is not a criterion. (Reuters) - Morgan Stanley said it will buy the rest of its wealth-management joint venture with Citigroup Inc by the end of the month, completing a deal started during the financial crisis that was designed to stabilize both banks. Source: The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times (April 2019). Barron’s Top 100 Financial Advisors bases its ratings on qualitative criteria: professionals with a minimum of seven years of financial services experience, acceptable compliance records, client retention reports, customer satisfaction, and more. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Source: Barron's “Top 50 Institutional Consulting Teams,” April 20, 2020. Our Standards: The Thomson Reuters Trust Principles. Source: NAPA Top DC Advisor Firms, December 2018, as appearing in NAPA Net the Magazine. Source: Barron’s Top 100 Women Financial Advisors, June 5, 2017. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Discover who we are and the right opportunity for you. The rating is not indicative of the Financial Advisors’ future performance. Data provided by SHOOKTM Research, LLC. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Institutional Consulting Directors pay a fee to Barron’s in exchange for the rating. The rating may not be representative of any one client’s experience because it reflects a sample of all of the experiences of the Financial Advisor’s clients. For more information on the award, go to http://www.aspa.org. In 2009, Morgan Stanley purchased Smith Barney from Citigroup and the new broker-dealer operates under the name Morgan Stanley Smith Barney, the largest wealth management business in the world. Investment performance is not a criterion. Forbes Magazine's Top Women Wealth Advisors 2019. Qualitative factors include, but are not limited to, compliance record and philanthropic work.

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