©Ian Dodds

In this report

As the financial crisis recedes and wealthy investors stand on the brink of another leap forward in investment advice, we unveil the second annual listing of Financial Times 300 Top Registered Investment Advisers. The correct listing is now online after an initial error caused last year’s list to appear.

Robo consultants and fiduciary rules will benefit clients

Illustration by Ian Dodds
©Ian Dodds

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

Peter Mallouk

Case study: Creative Planning

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

Art Doglione

Case study: Lessons in inheritance for Alpha Fiduciary

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

A trader looks at his screen as he works on the floor of the New York Stock Exchange shortly after the opening bell, in the Manhattan borough of New York January 24, 2014
©Reuters/Lucas Jackson

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

Audrey Choi, chief of Morgan Stanley’s Institute for Sustainable Investing

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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