Forbes Manager

Forbes Names IFA Top 100 Wealth Manager

Forbes Manager

IFA is pleased to share that our firm has been named one of Forbes Top 100 Wealth Managers for 2015

Candidate firms that qualified for the 100 positions were initially selected based on both qualitative and quantitative data criteria and then were listed in order of assets under management.

In a corresponding article, Forbes notes that, “from the stock market's gyrations and the collapse in oil prices to tax planning and the guessing game around Federal Reserve rate hikes, investors have a lot to grapple with these days. More than ever they are turning to the counsel of independent financial advisors, judging by the swelling assets under management of the firms that make up Forbes' 2015 list of Top Wealth Managers.”

To further the point, research from Cerulli Associates, “expects registered investment advisors and dually-registered investment advisors will oversee 28% of managed retail investor assets by 2018, up from 20% at the end of 2013.”

And, even though Forbes or Cerulli Associates do not go into details on the reason for the transition, we at IFA have been educating investors on the benefits and value of hiring the right advisor for over 16 years.