Financial Times Top 401 Retirement Plan Advisors 2020. 86. Investment Management Investments Financial Services. NAPA’s Top DC Advisor Firms recognizes firms, teams or offices for their defined contribution (DC) practice specifically. Source: Barron’s Top 100 Women Financial Advisors, June 07, 2019. Paul Kandel Senior Vice President | Senior Portfolio Manager| Financial Advisor | Financial Planning Specialist at Morgan Stanley. Source: Barron's “Top 1,200 Financial Advisors,” March 16, 2020, as identified by Barron's magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Investment Management Investments Financial Services. Source: Forbes.com (May 2018). Morgan Stanley is not affiliated with Greenwich Associates. Talk with your Morgan Stanley Financial Advisor today and start the conversation. The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Research Magazine’s Top-Ranked Teams in America. View Paul Kandel’s profile on LinkedIn, the world's largest professional community. Barron's “Top 50 Institutional Consulting Teams 2020". This advisor, in addition to the award recipients, was one of approximately 500 financial advisors who were selected by their firms to attend the eighth annual Barron’s Winner’s Circle Top Women Advisors Summit, hosted by Barron’s magazine, to promote best practices in the industry and the value of advice to the investing public. For more information: www.SHOOKresearch.com. Manish Khatri, Nepal Express Live, Rahul Gandhi, Bulbul Publication, Morgan Stanley, StudyMode, Krishna Dharabasi, Facebook for Business, DCnepal, Salman Khan, Facebook Gaming, Little Flower School, Nepal Economics Olympiad -NEO, Bhagirath Yogi, Abik Vlogs, Rajesh Adhikari, Oxford Economics Society, Bristol Nepalese Community, Dhan Bahadur Sarki, Hamro Nepali Samaj … It is based solely from a set of quantitative variables and information from a survey supplied by the advisers themselves. Barron's Top Women Advisors Summit Attendees 2016. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Paul Kandel - Morgan Stanley. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither Forbes nor SHOOK receives compensation from any party, including Morgan Stanley Smith Barney LLC, nor its Financial Advisors or Private Wealth Advisors in exchange for the ranking. New York, NY 10119. Investment Management Investments Financial Services. But what could be gained as the industry reopens and reimagines itself? Advisors on the Top 50 Wirehouse Women list are ranked exclusively by assets under management custodied at their firm. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Finalists are entitled to receive paid airfare, conference registration, and three nights’ hotel accommodations to The ASPPA 401(k) SUMMIT. For more information on ranking methodology, go to www.WCorg.com. Data as of 3/31/19. New York, NY 10119. The 2018 PLANADVISER Top 100 Retirement Plan Advisers award is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. Financial Advisors are quantitatively rated based on varying types of revenues and assets advised by the financial professional, with weightings associated for each. The travel industry has been hit hard by the COVID-19 pandemic. Only advisors for whom 80 percent or more of assets corresponding to retail clients were eligible for the list. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Barron’s in exchange for the rating. Source: Barron’s Ranking the Institutional Consultants, April 17, 2017. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to Research in exchange for the rating. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, and specialization in DC plans, years of experience, advanced industry credentials and compliance record. The best strategy is to plan long before the target date of a sale. For more information see, Forbes Top Next Generation Wealth Advisors 2019. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. Source: The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times (April 2019). Source: Washingtonian, November 2012. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Research Magazine's 130 Top-Ranked Advisor Teams in America. Financial Times Top 400 Financial Advisors 2019. Final selection is based on a review of quantitative and qualitative data provided by the Financial Advisor. Investment Management Investments Financial Services. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors paid a fee to NAPA Net in exchange for the rating, On Wall Street’s Top 100 Branch Manager Honorees. A total of 855 advisors applied for the award, of which 401 were selected (47%). Investment performance is not a criterion. Learn about our security measures and use our resources and ideas to help protect yourself online. Neither Morgan Stanly Smith Barney LLC nor its Financial Advisors pay a fee to 401kWire in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Because individual client portfolio performance varies and is typically unaudited, this rating focuses on customer satisfaction and quality of advice. 1 Source: PricewaterhouseCoopers, Family Business Survey 2019, https://www.pwc.com/us/en/industries/private-company-services/library/family-business-survey.html. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. SHOOK considered advisors born in 1981 or later with a minimum 4 years as an advisor. Source: Forbes.com (July, 2020). Youâll also need to consider your employees, key customers and suppliers. Financial Times Top 400 Financial Advisors 2017. The number of individuals contacted varies based on the size of the local market. Data as of 3/31/17. For more information, see www.SHOOKresearch.com, Working Mother Magazine Top Wealth Advisor Moms 2020. Source: NAPA Net The Magazine: NAPA’s, “Top DC Advisors Teams,” (March 2021) 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. Barron’s Top 1,000 Financial Advisors 2013. Chicago’s Notable Financial Advisers 2018. Source: NAPA Top DC Advisor Firms, December 2018, as appearing in NAPA Net the Magazine. 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. For the full list and more visit: www.forbes.com/top-wealth-advisors. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to Barron’s in exchange for the rating. 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