401 Retirement Advisers

The leading US pension planners are counting the costs of preparing for the fiduciary rule, nudging their clients to save more and giving advice on philanthropy

New regulations are aimed at putting investors’ interests first

The third annual line-up of leading advisers, with the methodology for inclusion

Assets rose by 5% over the past year for top US retirement planners

Pivotal moment in the rise of passive funds is predicted for early next year

US states are taking it into their own hands to design pension plans for workers

Regulator now has a five-year window to recoup losses from wrongdoers

More from this Special Report

Higher levels of investment education have made US savers more demanding

Wealthy individuals will donate up to $8tn by 2035, according to Merrill Lynch

Adviser Vince Morris has more than a third of his clients’ assets in cheap products