Money Management Institute

Congratulations to Morgan Stanley Wealth Management for winning the MMI/Barron's Industry Wealth Manager Platform of the Year! The Morgan Stanley Wealth Management (MSWM) Select UMA Platform is 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.  https://lnkd.in/eUHvKDTw #MMIIndustryAwards     Kara Julian Chris Scott-Hansen 

Let the celebrations continue! You can view a roundup of all the winners of the esteemed MMI/Barron's Awards that were announced earlier this month, below. Congratulations to Franklin Templeton, Morgan Stanley, Osaic, Blue Owl Capital, iCapital, Raymond James, Bank of America Merrill Lynch, Morgan Stanley Wealth Management, StepStone Private Wealth, Clark Capital Management Group, Blackstone, Cohen & Steers, Adhesion Wealth Advisor Solutions, and SMArtX Advisory Solutions.

Congratulations to Bank of America Merrill Lynch for winning the MMI/Barron's Industry Award for Digital Innovation among wealth manager firms! This award recognizes a technological innovation that enhances the investor or advisor experience with advisory solutions. We are honored to give this award to the Merrill Lynch Digital Presence: A Robust Ecosystem for Client Acquisition! Merrill’s Advisor Match connects people seeking financial advice with an advisor of the best fit based on a questionnaire. It is now even more powerful with increased adoption and business generation.   https://lnkd.in/eUHvKDTw #MMIIndustryAwards    Brad Kirchenbaum, CFA Jay Link Sachin Mathur Jay Rajesh, MBA

Check your inbox! This week’s edition of #MMInsight covers enrollment for our professional development programs, new courses in our Continuous Learning Center, mentorship opportunities, and more. Not subscribed yet? Sign up now to receive the latest #MMINews: https://bit.ly/3cCPBGN #IndustryUpdates #EngageWithUs

Join SMArtX's Executive Vice President of Strategic Relationships, David Robinson, and Chief Investment Officer, Daniel Phillips, as they review their firm's "forward looking, historically aware" approach to formulating capital market assumptions for the next decade. This webinar will discuss the SMArtX Advisory Solutions forward-looking themes -- Conflicted Growth, Geopolicy Trilemma and Investment Redeploy -- and their impact on the historical relationships between asset classes and their return drivers. Don't miss out on these insights and register now! https://lnkd.in/egaNGU9Y

Earlier this month, we hosted the largest MMI event ever with 650+ industry professionals and leaders in attendance. A sincere thank you to the whole MMI team (those onsite in Charlotte and those holding down the fort at home); your dedication and hard work made the #MMIAnnualConference truly memorable!

Enrollment for MMI's professional development programs officially opens tomorrow - https://lnkd.in/eXhmxCnS! Invest in the future of your team's success across all levels of experience. Explore our tailored curriculums jampacked with networking, learning, and skill-building! Commit early to save and use this year's budget... even if you’re not quite ready to name your team’s candidates yet. Discounted pricing is available for firms who reserve spot(s) in Executive IQ® by Money Management Institute before February 14, 2025. Save even more on groups of three or more for Academy. #MMIExecutiveIQ #MMILeadershipPathway #MMIAcademy #ProfessionalDevelopment #LeadershipDevelopment #InvestmentManagement #WealthManagement #AssetManagement

Morgan Stanley is proud to receive recognition from the Money Management Institute and Barron's. The awards include the Wealth Management Platform of the Year for the Morgan Stanley Wealth Management Select UMA Platform and the Distribution Excellence award for Morgan Stanley’s Pressing Our Advantage Field Engagement initiative. Learn more about these awards: https://mgstn.ly/3Uvhvul

The Values-Based Investing award is given to a program that supports the awareness and adoption of Values-Based Investing. We want to congratulate Raymond James - “Real Stories: Aligning Wealth and Values” for winning the prestigious MMI/Barron's Industry Award! This program prepares advisors to navigate the intersection of finance and personal beliefs, strengthening client relationships and outcomes.    https://lnkd.in/eUHvKDTw #MMIIndustryAwards Bob Kendall Joseph Vinci Anupam Singh

Closing out today’s roundtable, Jared Nepa, Nick Hooten, CFA, Jason Kerr, Adam Parkes, CFA, and Benjamin Richer, explored the future of asset management products. Their session focused on trends such as structured products, private credit, target date funds, ETFs, and more. Thank you, speakers, for diving into how firms in the annuity and insurance space are developing innovative strategies to differentiate themselves in a competitive market. #MMIAnnuityInsuranceRoundtable #MMIAnnuityInsurance #Annuity #Insurance #FinancialAdvice #Retirement