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Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost. Global Wealth Conferences - SWFI Event Series Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/19 - 6/30/20. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2021 - Mar 2022. Institutional investors sought to cut their exposure to some of the biggest funds at managers including JPMorgan Chase & Co., Morgan Stanley and Prudential Financial Inc., according to people familiar with the matter who asked not to be identified citing private information. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Learn more. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. 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. 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. This ranking is not indicative of the Financial Advisors future performance. The PGIM Prisa fund had a total return of 19% in the 12 months through September, when the S&P 500 posted a 15% loss, Callan reported. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2012 - Mar 2013. 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. Certain Morgan Stanley Debit Card holders may also qualify. A comprehensive assessment of noteworthy trends shaping the global investment risk environment and our portfolio allocations. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. 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. Self-nominations are not accepted. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Source: Barron's.com (July 2010) 2010 Barron's Top 100 Women Financial Advisors ranking awarded in 2010. 27219 0 obj <>/Filter/FlateDecode/ID[<348559AFFC8AF743A887923FB5465B8B>]/Index[27204 25]/Info 27203 0 R/Length 78/Prev 876981/Root 27205 0 R/Size 27229/Type/XRef/W[1 2 1]>>stream You shouldn't have to wait for important paperwork like statements, tax documents, or trade confirmations. The 2022 Greenwich Quality Leader in Overall U.S. Investment Consulting (Large Firms) designation was awarded to three firms and is based on the results of interviews conducted by Coalition Greenwich. Standard & Poor'smoney market fund ratings are forward-looking opinions about a fixed-income fund's capacity to maintain stable principal (net asset value).