More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Richard Smart traveled to New York in December to accept the recognition on behalf of Annuity Strategic. We are pleased to have been selected to such a prestigious list.
Categories
Company News
Financial Planning
Insurance
Investments
Retirement Planning
Recent Posts
Tax Deductions and Credits that are often missed
Tax filing season for calendar 2016 opened on January 20, 2017. Here is a list of tax deductions and credits that are often missed by taxpayers because they were not aware that the expenses qualified for a tax deduction or credit.Medical Related(Total expenses must...
How a Little Planning can go a Long Way
What types of options do I have when it comes to saving for my children's college education, which is best and why?While the cost of college continues to increase at a torrid pace, there are ways to prepare for one of the biggest expenditures in your lifetime. With...
The Importance of a Family Meeting
Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less frequent. Yet, it is one of the most important gatherings a...
We are hiring Investment Analyst
We’re looking for a talented, motivated and creative investment professional to join our established team.
Do We Need a Financial Plan?
Do any of these questions sound familiar to you? Can we retire soon or how much longer do we have to work? Should we collect Social Security at age 62 or wait until full retirement age (and what does that mean, anyway)? We have pensions, Social Security benefits, bank...