©Daniel Mitchell

In this report

Top US financial advisers have seen their assets under management jump. Large numbers of investors are reacting to the increasingly complex investing landscape and seeking advice on how best to grow their investment portfolios

Complexity adds weight to businesses

Illustration for FT 400: Top Financial Advisers March 2015 special report
©Daniel Mitchell

Fewer than three-quarters of 2014’s listings feature again this year

FT 400 listing

America’s top financial advisers, listed alphabetically by state

Is cheap oil good for investors?

Advisers are divided over how to position client portfolios

Students wait in line before the start of an engineering and technology career fair at the New York University (NYU) Polytechnic School of Engineering in the Brooklyn borough of New York, US, on Thursday, Feb. 12, 2015
©Bloomberg/Michael Nagle

Time to cater for Generation Y

Focus has shifted away from older clients with sizeable assets

Bill Williams

Young advisers offer continuity in a shrinking industry

It is crucial for firms to develop fresh talent


How the 2015 list of the top financial advisers was compiled

Janet Yellen, chair of the US Federal Reserve, holds up a copy of a Federal Reserve annual report during a Senate Banking Committee hearing in Washington, DC, US, on Tuesday, Feb. 24, 2015
©Bloomberg/Andrew Harrer

Key trends scrutinised as US braces for lower growth

Wage stagnation and headwinds abroad will take their toll

Smart beta gains both devotees and doubters

Sceptics waiting for longer performance records before committing

A stockbroker gestures while monitoring financial data on his computer screens at Shore Capital Group Ltd. brokerage in London, UK, on Thursday, March 28, 2013
©Bloomberg/Chris Ratcliffe

Search is on for volatility as flows slow

Advisers remain divided on their investment benefits

Securities and Exchange Commission Chairman Mary Jo White testifies before the Senate Banking, Housing and Urban Affairs Committee in the Dirksen Senate Office Building on Capitol Hill July 30, 2013 in Washington, DC
©Getty Images

Focus on cyber security by regulators

The SEC and Finra have announced they will scrutinise firms’ systems this year

Fixed income bargains become harder to find

Financial advisers expect the Federal Reserve to raise interest rates later this year

Financial advisers turning to social media

Sites are turning out to be rich sources of new business

Investors gravitate to core/satellite portfolios

Private investors are emulating institutions by adding alternative assets to long-term equity and bond holdings