©Daniel Mitchell

In this report

The 2014 FT 400 Top Financial Advisers list recognises excellence among leading US professionals

Leading advisers show the way ahead

illustration by Daniel Mitchell
©Daniel Mitchell

What does it take for a US advice professional to make the Financial Times list?

The FT 400 listing

America’s top financial advisers, listed alphabetically by state

Stephanie Ackler

How will 2014 shape up for stocks?

Advisers are cautiously optimistic after a bumpy start

Industry’s wary embrace of social media

Use is growing – but big firms are treading carefully

Steve Chun of Miller/Howard

Advisers get adventurous in search for yield

Low interest rates are driving a move into non-traditional vehicles in search of income

Teamwork adds up for the FT 400

More than 85% of the list work in teams

Debbie Jorgensen of Merrill Lynch

Could women make up personnel shortfall?

Shortage of 240,000 advisers predicted in next decade

Why experience can pay dividends

Knowledge gained over a long career can bring wisdom

Susan Kaplan

Planning for life after work

Careful tailoring to clients’ needs is vital for success

Wealthy investors change course

Choice of liquid alternative products doubled in 2013

Advisers turn to ETFs to drive down costs

ETFs can be efficient – but are not always the best solution

The FT 400 methodology

How the 2014 list of the top financial advisers in the US was compiled