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Genovese Burford & Brothers Blog

Read the latest posts from the Financial Advisors of Genovese Burford & Brothers.

The process of overseeing a company retirement plan or an individual nest egg often overwhelms people. Do you need help understanding your fiduciary duties, managing investments, or developing the best plan design? Do you question how much you should be saving and if you are taking the appropriate level of risk? Let me help. I navigate the complexity by helping you identify your goals and objectives and by offering you more simple and manageable solutions.

Kevin Chang Named to 2019 Financial Times 401 Top Retirement Advisers

Kevin Chang Named to 2019 Financial Times 401 Top Retirement Advisers
October 10, 2019 – Genovese Burford & Brothers is pleased to announce that Kevin Chang has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S. This is the fifth annual FT 401 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on investment management. Financial advisers from across the U.S. applied for consideration, having met a set minimum of requirements. The applicants were then graded on six criteria: DC assets under management (AUM); DC AUM growth rate; specialization in DC plans; years of experience; advanced industry credentials; and compliance record. There are no fees or other considerations required of advisers who apply for the FT 401. The final FT 401 represents an impressive cohort of...
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