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Some RIA companies are large enough to emphasise all three specialities. Some 40 per cent stress their expertise in helping retirees, for example, while 23 per cent specialise in helping entrepreneurs, and 17 per cent specialise in trusts and estates. One example is JOYN, based in Atlanta, which offers what it calls “behavioural wealth management” that aims to address investors’ stress responses to markets and decision-making.ĪdvicePeriod of Los Angeles focuses on planning services - managing cash flow, planning for retirement, creating estate plans and more - while it outsources most investment decisions.Īll the elite RIAs in the FT 300 are striving to differentiate themselves.
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The FT Top 300 Registered Investment Advisers.The markets have been choppier in 2018, which is fine with many elite RIAs most of the FT 300 companies focus less on emphasising their investing acumen and instead stress their value in helping investors craft a financial plan and stick to it. Robust financial market gains last year, including a nearly 22 per cent total return on the S&P 500, is one reason this year’s group enjoyed an average 30 per cent increase in AUM in 2017. The median FT 300 company has 13 employees involved in providing investment advice, from working with clients to researching funds - up from 11 in last year’s list.