Lakeside Wealth Management is pleased to announce that Timothy Rice, Timothy VerSchure and John Masterson have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisors. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.
This is the fifth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management.
“Lakeside is incredibly fortunate to have these gentlemen on our team,” comments Lakeside’s CEO, Mark Chamberlain. “Not only as leaders in the industry, but as leaders inside our company.”
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401.
“Recognition like this is an honor, but the true benefit to the industry is to share best practice across the space,” continues Chamberlain. “These three exemplify leadership by continuing to learn, grow and collaborate with other industry leading professionals.”
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has over 22 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 40 states and Washington, D.C., and DC plans on average account for 84% of their total assets under management.
For more information about Lakeside Wealth Management – visit www.lakesidewealth.com.