©David Bromley

In this report

The increased appetite for independent advice has been a boon for registered investment advisers, who are paid flat fees by investors. This has allowed them to steal market share from traditional Wall Street brokerages

Investors buy into ‘fiduciary standard’

©David Bromley

Regulatory and technological changes are going to shape the industry’s future

©David Bromley

The FT 300 list

Our state-by-state guide to RIA companies with at least $300m of assets under management

Baby boomers rush to fill retirement savings gap

Increasing lifespans mean this generation may have to work for longer

Wealth care provider: Betterment founder and chief executive Jonathan Stein
©Pascal Perich

Robo adviser battles inertia to attract rich investors

Jonathan Stein believes Betterment can compete on its nimble technology

Michael Matty

St Germain’s commission aversion pays off

Remaining detached in tough times helps to keep clients

Duty of care is likely to push fees down

Move could make it tougher to find financial help

Cyber security goes beyond SEC guidelines

Watchdog’s probe drives industry’s response to hacking dangers

©David Bromley

Success with money is in the mind

Ingrained prejudices and experiences dictate our attitudes to risk

Independent “alts” evolve to fill an investment gap

Vehicles bring clients private equity and hedge fund options

2015
Illustration by Ian Dodds
©Ian Dodds

Robo consultants and fiduciary rules will benefit clients

The second annual listing of FT 300 Top Registered Investment Advisers is revealed as the industry faces changes

Upstarts appeal to the middle class

Online automated platforms offer low prices and easy-to-use websites

Proposed rule could put an end to commission

Fiduciary status may be a tricky proposition for advisers

Case study: Creative Planning

The Kansas-based company provides portfolio management and financial planning to about half its clients

Case study: Lessons in inheritance for Alpha Fiduciary

The company specialises in preparing generations on how to handle and manage wealth

Active investing is still alive

The tide against passive strategies may finally be about to turn

Heightened focus on ultra-wealthy investors

Advisers to the extremely rich will probably be supporting their clients’ children, too

Wirehouses in decline as advisers seek independence

The movement may not be retreating, but rather settling into a regular flow

Managers avoid being boxed in

Advisers have developed alternative ways of applying weightings to assets

Americans seek to align investments with values

Interest is growing, especially from women and younger clients, as environmental problems increase

Methodology: selection criteria

How we compiled the FT 300 list

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