FAIRFIELD, IA – October 23, 2020 – Cambridge congratulates independent financial professional Thom Freismuth of HUB International for being named a 2020 Financial Times Top 401 Retirement Plan Adviser for the third consecutive year. This recognition highlights financial professionals who specialize in serving defined contribution (DC) retirement plans. The sixth annual list was produced independently by Financial Times in collaboration with Ignites Research.
Financial Times evaluated nominees on six broad factors and calculated a score for each nominee. Areas of consideration included assets under advisement (AUA) in DC plans, degree of specialization in DC plan advising, growth in DC plan AUA, years of experience as a DC plan financial professional, industry credentials, and compliance records.
Freismuth, vice president of the HUB International office located in San Diego, California, joined Cambridge in 2014. He was previously recognized as a Top 401 Retirement Plan Adviser in 2019 and 2018. For more information or to view the complete list of the ranking, click here.
About Financial Times Top 401 Retirement Plan Advisers
The Financial Times (FT) 401 Top Retirement Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the FT. The FT 401 is based on data gathered from financial professionals, regulatory disclosures, and the FT’s research. The listing reflects each financial professional’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 financial professionals applied for the award, of which 401 were selected (47%). This award is not indicative of the financial professional’s future performance. Neither the financial professionals nor their parent firms pay a fee to the FT in exchange for inclusion in the FT 401.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and HUB International are not affiliated.