Resources

Information on what’s new at Provident Investment Consultants, LLC, as well as updates on the dynamic environment of retirement plan development and the latest information from LPL Financial Research. The LPL Financial Research team consists of seasoned and accomplished industry veterans, comprising one of the largest and most experienced research groups among independent brokerage firms.
The goal of LPL Financial Research is to be your advisor’s trusted partner. In order to be helpful, it is critical that all LPL Financial advisors have access unbiased investing ideas, timely market perspective, and ongoing support. The delivery of timely, in-depth, unbiased research on varying investment products, asset allocation strategies, and the financial markets is designed to provide your financial advisor with a powerful tool that is a distinct advantage in helping them work toward your financial objectives.

 

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


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