Tag: Financial Times
KFWA Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
NEW YORK, N.Y., June 28, 2018 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
EPIC’s Retirement Consulting Team Named to 2017 FT 401 Top Retirement Plan Advisers List
HOUSTON, Texas and SAN FRANCISCO, Calif., Sept. 28, 2017 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Director of Retirement Rob Massa and Ascende Wealth Advisers Inc., EPIC's Retirement Consulting Team, has been named to the 2017 Financial Times 401 Top Retirement Plan Advisers. This list recognizes the top financial advisers who specialize in serving Defined Contribution (DC) retirement plans.
