Boston Private is pleased to announce that Brian Lopez has been named to the 2019 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.
Mr. Lopez is a Managing Director and Senior Business Development Officer at Boston Private. He is a 20-year veteran of the financial services industry and is responsible for developing custom financial strategies based on the unique needs of each client. Working alongside Retirement Plan Advisor Ryan Joyce, he counsels business leaders on the critical topics surrounding their retirement plans. Mr. Lopez holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential. Mr. Lopez holds an Accredited Investment Fiduciary designation and a Certified Plan Fiduciary Advisor credential.
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 40 states and Washington, D.C., and DC plans on average account for 84% of their total assets under management.
Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM 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.
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 investment management.