Adviser nominations for Retirement Plan Adviser Team of the Year were solicited from retirement plan advisers (self-nominations are not permitted), employers and/or broker-dealers and from plan sponsors, as well as from working partners of the nominees, including investment vendors, accountants, attorneys and pension administrators.


A panel of judges reviewed the anonymized questionnaires and selected the women honored in three separate categories, including All-Star, Captains and Rising Stars. 16 Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. For more information, see www.SHOOKresearch.com.Source: Forbes.com (July, 2020). 249 Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pays a fee to Forbes or SHOOK Research in exchange for the ranking. 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 Working Mother or SHOOK Research in exchange for the ranking. 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.

Investment performance is not a criterion. His father Eric Rubin works as a banker, and his mother Melanie is an educator. 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.Financial Times Top 401 Retirement Plan Advisors 2018Source: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018).

Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to NAPA in exchange for the rating.NAPA Net’s Top Retirement Plan Advisors Under 40, www.NAPA-NET.org, is drawn from nominations provided by the advisors’ firms.

While Newcastle fans celebrate the potential end of billionaire owner Mike Ashley’s 13-year reign at the Premier League club, the long-suffering, deeply loyal supporters await the possible arrival of Saudi Crown Prince Mohammad bin Salman alongside the billionaire Reuben brothers.The rumored $444 million (£340 million) purchase of Newcastle United Football Club by Saudi Arabia’s sovereign wealth fund has come under fire today from human rights group Amnesty International.Lost confidence, Wall Street has in Netflix—thanks to Disney’s hit Star Wars series "The Mandalorian" and the surge of Disney+ downloads.Billionaire brothers David and Simon Reuben have emerged as the surprise owners of a piece of art at the centre of a global art scandal.The world's greatest superyachts all convene during the Cannes Film Festival and the Monaco Grand Prix in May. For more information, see Working Mother Magazine Top Wealth Advisor Moms 2018Source: Working Mother magazine (October/November 2018), SHOOK™ Research considered Financial Advisors who are mothers with children living at home and under the age of 18. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports.

For more information on NABCAP’s methodology, go to nabcap.org.NAPA Net’s Top Women Advisors of 2017, December 19, 2017, as appearing in NAPA Net or www.NAPA-Net.org, is based on nominations by the NAPA members.


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