Tony Backert of Hilliard Lyons Named to 2017 Financial Times 401 Top Retirement Plan Advisers
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This is the third annual FT 401 list, produced independently by the
Financial advisers from across the broker-dealer and RIA channels who met minimum of requirements applied for consideration. The applicants were then graded on seven criteria: (1) DC assets under management; (2) DC AUM growth rate; (3) specialization in DC plans; (4) years of experience; (5) DC plan participation rate; (6) advanced industry credentials; and (7) compliance record.
The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has 19 years of experience advising DC plans and manages
This honor is not indicative of the advisor’s future performance. Neither advisors nor their parent firms pay a fee to the
ABOUT HILLIARD LYONS: Founded in 1854 and operating 70 offices in 12 states,
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