In this workshop, Michael Clark provides a Fall market update and discusses the top concerns from clients.
Michael Clark, Certified Financial Planner at Raymond James, made the National Association of Plan Advisors’ top advisor’s list for 2021.
“The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms. Sure, we know it’s not just about the numbers – but the reality is that NAPA members are having a huge impact every single day, not just on the quality of retirement plan advice, but also in building a more financially secure retirement for millions of Americans.” Source: https://www.napa-net.org/industry-intel/industry-lists/top-dc-advisor-teams-2021
The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement (minimum of 100 million AUA). Ranked by assets under advisement, self-reported by advisor firm/teams as of 12/31/2021. In 2021, there were approximately 340 submissions, and 335 were named to the list. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this ranking. Raymond James is not affiliated with National Association of Plan Advisors (NAPA).