Brad Smithy on LinkedIn: America’s Top Wealth Management Teams High Net Worth 2023 (2024)

Large asset managers, like BlackRock, Vanguard, and State Street, and their non-U.S. counterparts, like LGIM and DWS, have an enormous impact on all other corporations. Because these asset managers control stock on behalf of retirement savers around the world, they get to determine who sits on the boards of companies like Starbucks, Wells Fargo, and Amazon, shaping the course of capitalism.The decisions of these asset managers can point us towards a more equitable economy, where workers have power, and where growth is shared, or push us down a path of dwindling economic opportunity, and oppressive workplaces.On January 11, Committee on Workers' Capital issued a report assessing how the world's biggest asset managers voted in shareholder elections. Large European and Asian managers like DWS Group and SuMi TRUST AM frequently sided with labor unions, while Vanguard and consistently voted for union busting: https://lnkd.in/ek5GJv3gCommittee on Workers' Capital's asks that CIOs and other investment staff:- Identify which asset managers you're using, and how they're voting in key shareholder elections- Write to your client relationship manager, and ask them to respond to the report and key findings

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The Evergreen Lane Wealth Management Group at Morgan Stanley is proud to announce that we have been ranked as a Best-in-State Wealth Management Team in New Jersey by Forbes in 2024. It is an honor for our team to receive this award, and we are incredibly grateful to all of our clients whom we could not have achieved this without. We remain more dedicated to serving you than ever, and are excited for all that 2024 will bring.Forbes Best-In-State Wealth Management TeamsSource: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/23-3/31/24. https://lnkd.in/e-tNpZ5w

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Blind spots are real. They can wreak havoc on employees mental state. Unforeseen expenses can be a significant hurdle when living paycheck-to-paycheck. Remember, 62% of employees are living paycheck-to-paycheck. See below for the multitude of unforeseen expenses employees are facing!As a leader, how are you helping increase mental/financial health? An easy tip, create an environment around learning and mentorship. Financial education, financial wellness, and learning opportunities are great when paired together. Having an advisor that can coach employees to learn and better their finances is mission critical. #participantexperience #financialwellness #401kCredit: Goldman Sachs Asset Management

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Equity awards and stock ownership could be key to meeting employees' needs during economic challenges. Read Morgan Stanley at Work's State of the Workplace III Financial Benefits Study to learn more. https://mgstn.ly/3QV0EQpFeel free to reach out to discuss further!#EquityCompensation #MorganStanley #FinancialAdvisor

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Meet Megan Muller, one of Wealth Management Associates, in the latest edition of our employee feature series. Discover how she got her start and who she looks to for inspiration in her journey. Don't miss this quarter's spotlight on our Schneider Downs Wealth Management Advisors, LP page and be sure to follow along for all the latest content! #employeefeature #finance #wealthmanagment

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Equity awards and stock ownership could be key to meeting employees' needs during economic challenges. Read Morgan Stanley at Work's State of the Workplace III Financial Benefits Study to learn more. https://mgstn.ly/3QV0EQp#FinancialWellness #BusinessPlanning

I want to share Morgan Stanley at Work's State of the Workplace III Financial Benefits Study. Equity awards and stock ownership could be key to meeting employees' needs during economic challenges. Learn more by reading the report and connect with me to start a conversation. #benefits #employees #equity https://mgstn.ly/3QV0EQp

I want to share Morgan Stanley at Work's State of the Workplace III Financial Benefits Study. Equity awards and stock ownership could be key to meeting employees' needs during economic challenges. Learn more by reading the report and connect with me to start a conversation. #benefits #employees #equity https://mgstn.ly/3QV0EQp

Here’s your chance to learn more about the Morgan Stanley at Work team. Hear Matt Sitler discuss his passion for helping U.S. public companies foster a culture of ownership through equity compensation. Learn more about our offerings here. #Wealth #Management

On the fence about changing companies, take a few minutes of your day to have a conversation with Kristina and learn how Voya is truly “a different kind of company”, one that listens to the voice of employees and where our employees fuel our growth! #voyadifference #mostadmiredcompanies

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