MICHAEL DRISCOLL AND JIM O’SHAUGHNESSY RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING
Chicago, IL – October 10, 2019 –Sheridan Road Financial, a division of HUB International is excited to announce that Michael Driscoll and Jim O’Shaughnessy have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. 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 the asset management industry. Financial advisers from across the US applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management; DC plan 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.
“It’s great to have Mike and Jim recognized for their work in the industry as FT 401 Top Retirement Advisers,” said Daniel Bryant, National President, Sales, Retirement and Private Wealth. “We are proud of the dedication they have to their clients, and the work they do that helps Americans Choose Their Day.”
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 38 states and Washington, D.C., and DC plans on average account for 81% of their practices’ total 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. The FT 401 is one in a series of rankings of top advisers developed by the FT in partnership with Ignites Research, including the FT 300 (independent RIA firms) and the FT 400 (broker-dealer advisers).
Sarah Glowiak, Marketing Associate
Sheridan Road Financial, a division of HUB International
847-205-9073 | direct: 224-765-0791 email@example.com
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International Company and SEC registered investment adviser. Sheridan Road Financial, Sheridan Road Advisors, and HUB International are separate entities from LPL Financial.
https://sheridanroad.com/v3/wp-content/uploads/2019/09/HUB-Sheridan-Logo-300x51.png00Sarah Glowiakhttps://sheridanroad.com/v3/wp-content/uploads/2019/09/HUB-Sheridan-Logo-300x51.pngSarah Glowiak2019-10-10 15:32:502019-10-10 15:50:25Sheridan Road Congratulates Advisors Named to 2019 Financial Times 401 Top Retirement Advisers
MICHAEL DRISCOLL AND JIM O’SHAUGHNESSY RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – October 10, 2019 –Sheridan Road Financial, a division of HUB International is excited to announce that […]
MICHAEL DRISCOLL, JIM O’SHAUGHNESSY, MARK TONELLI AND CHARLES WILLIAMS RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – September 28, 2018 –Sheridan Road Financial is excited to announce that Michael Driscoll, […]
GROWING PEER-TO-PEER CONSORTIUM OF PLAN PROVIDERS, RECORDKEEPERS, CONSULTANTS AND PLAN ADVISORS CONTINUES TO DRIVE INNOVATION IN RETIREMENT INDUSTRY Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC hosted […]
Symposiums aim to equip Human Resources, benefits and leadership teams with information and ideas to expand and enhance their organization’s retirement plan in 2018 and beyond. September 27, 2017 — […]
FOR IMMEDIATE RELEASE Sheridan Road Financial Participates in National Retirement Planning Week Chicago, IL – March 30, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private […]
FOR IMMEDIATE RELEASE Sheridan Road Financial Acquires Compass Benefit Partners Northbrook, IL – December 7, 2016 – Sheridan Road Financial (“Sheridan Road” or the “Firm”) announced today that they had […]
FOR IMMEDIATE RELEASE Sheridan Road Financial Welcomes New Senior Wealth Manager Northbrook, IL – November 16, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management […]