FINANCIAL TIMES TOP 401 AWARD
Murray Carter, Executive Vice President/Wealth Management, Financial Advisor at CSG Capital Partners of Janney Montgomery Scott has been named to the 2020 Financial Times 401 Top Retirement Advisers (FT 401) list. “Congratulations to Murray for receiving this prestigious recognition, which is a testament to his commitment to offer the highest standard of success in financial relationships. Murray represents the best of our industry,” said Jerry Lombard, President, Private Client Group.
The list recognizes top Financial Advisors who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans. The recognition reflects each advisor’s status in six primary areas: DC plan assets under management, DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record.
NATIONAL ASSOCIATION OF PLAN ADVISORS TOP DEFINED CONTRIBUTION ADVISOR TEAMS AWARD
The CSG team has been recognized recently for its work in corporate retirement plan management by the National Association of Plan Advisors (NAPA). CSG was named to NAPA’s Top Defined Contribution (DC) Advisor Teams. The NAPA list is a compilation of leading individual advisor firms and teams that are ranked by DC assets under advisement, and includes more than 1,200 financial advisors. This year’s list covers financial advisors with nearly $2 trillion in AUA and 187,000 retirement plans that are being supported.
