In the seventh paragraph, third sentence of the release dated October 28, 2024, insert “207” between “MMI’s” and “member”.

Insert after the eighth paragraph, second sentence of the release: These awards were given to Morgan Stanley based on the time period from October 2023 to June 2024. There were 6 companies considered for the Wealth Management Platform of the Year Award and 12 companies considered for the Distribution Excellence Award. The Money Management Institute (MMI) is the trade organization representing financial services companies and Barron’s is a financial magazine, both groups are responsible for the award.

The updated version reads:

MORGAN STANLEY WINS TWO 2024 MONEY MANAGEMENT INSTITUTE (MMI)/BARRON’S INDUSTRY AWARDS

Morgan Stanley (NYSE: MS) announced today that it has won two Industry Awards from the Money Management Institute (MMI) and Barron’s. The awards include a Wealth Manager Platform of The Year Award for The Morgan Stanley Wealth Management (MSWM) Select UMA Platform and a Distribution Excellence Award for Morgan Stanley’s Field Engagement Initiative.

“These awards demonstrate our commitment to continually improve the experience for clients and financial advisors, leveraging technology to deliver innovative solutions at scale,” said Jed Finn, head of Morgan Stanley Wealth Management. “With financial advisors at the center of our Wealth Management universe, we strive to ensure they have best-in-class asset allocation tools at their disposal and leading enterprise-wide resources on hand to meet Morgan Stanley’s increasingly complex needs. ”

The Wealth Manager Platform of the Year category honors wealth manager platforms that exemplify innovation to deliver better results for investors and financial advisors. The award was presented for Morgan Stanley Wealth Management’s (MSWM) Select UMA Platform, a unified managed account program designed to simplify the investment process and provide comprehensive asset management. The platform offers tailored asset allocation advice tailored to the client’s objectives and risk tolerance and aims to put the collective experience of Morgan Stanley Wealth Management’s clients, financial advisors and asset managers first when constructing and maintaining appropriate and tailored investment portfolios.

The Distribution Excellence category honors companies that provide exemplary and innovative sales support for advisors both in the field and from the home office. Morgan Stanley received the award for its Field Engagement Initiative, which is focused on dramatically improving the impact of its financial advisors’ practices by equipping them with resources to ensure they can deliver the full force of the firm to their client relationships.

Since its inception, the annual MMI/Barron’s Industry Awards have recognized innovation and leadership in the investment advisory industry and celebrate outstanding achievement by honoring companies that have raised the bar by delivering superior solutions for financial advisors and investors.

For more information on Morgan Stanley’s MMI/Barron’s Industry Awards as well as a complete list of this year’s honorees, please visit www.MMInst.org.

About the MMI/Barron’s Industry Awards Program

The winners were selected by a specially appointed MMI Industry Awards Steering Council. The steering council consists of representatives from all parts of the MMI membership. After carefully reviewing the submitted nominations, the Governing Council determined a list of finalists in each award category. The primary contacts at each of MMI’s 207 member companies were eligible to vote to select the winners. The nominations were reviewed and evaluated to determine the finalists June 2024 – July 2024. The finalists were voted on to select a winner August 2024.

MMI/Barron’s receives no compensation from the participating companies in exchange for the award and Morgan Stanley paid no fee to MMI/Barron’s in exchange for receiving the award. Morgan Stanley is a member of MMI and pays a fee to MMI as part of the membership fee. Morgan Stanley’s receipt of this award is not an indication of any future performance. These awards were given to Morgan Stanley based on the time period from October 2023 to June 2024. There were 6 firms considered for the Wealth Management Platform of the Year Award and 12 firms were considered for the Distribution Excellence Award. The Money Management Institute (MMI) is the trade organization representing financial services companies and Barron’s is a financial magazine, both groups are responsible for the award.

About the Money Management Institute (MMI)

Founded in 1997, the Money Management Institute (MMI) is the trade organization representing financial services firms that provide financial advice and investment advisory solutions to investors. Through conferences, educational resources and thought leadership, MMI facilitates peer-to-peer connections, promotes industry knowledge and professionalism, and supports the development of the next generation of industry leadership. MMI member firms are dedicated to helping individual and institutional investors, of all asset levels, plan for and meet their financial goals. For more information, visit

About Barron’s

Barron’s is America’s premier financial publication, known for its market-moving stories. Published by Dow Jones since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial services professionals and senior business executives. With new content available daily online and weekly in print, Barron’s provides readers with an easy-to-understand summary of the latest market action along with insights into what’s likely to happen in the market in the coming days and weeks. In addition, the Wealth & Asset Management Group’s annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, improving and expanding best practices in wealth management. As a result of these initiatives, Barron’s is the trusted financial publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and improve their personal financial well-being.

About Morgan Stanley

Morgan Stanley is a leading global financial services firm that provides a broad range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the Firm’s employees serve clients worldwide, including corporations, governments, institutions and individuals. For additional information on Morgan Stanley, visit www.morganstanley.com.

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