FAIRFIELD, IA – October 4, 2018 – Cambridge congratulates independent financial advisors Darrell Phillips of DPI Benefits and Thom Freismuth of HUB International for being named as 2018 Financial Times Top 401 Retirement Plan Advisors. This recognition showcases financial advisors who specialize in serving defined contribution (DC) retirement plans. The fourth annual list was produced independently by Financial Times in collaboration with Ignites Research.
Financial Times evaluated nominees on seven broad factors and calculated a score for each nominee. Areas of consideration consisted of assets under management in DC plans, degree of specialization in DC plan advising, growth in DC plan assets under management (AUM), average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance records.
Darrell Phillips, president of DPI Benefits in Manhattan, Kansas, joined Cambridge in 2008. Thom Freismuth, vice president of the HUB International office located in Del Mar, California, joined Cambridge in 2014. Please visit https://on.ft.com/2Dzm5CD for more information and a complete list of the ranking.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country.
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