Tag: Business model

Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.

The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.

Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance...

Meeting the needs of Baby Boomers and Millennials and addressing investors’ desire for low costs are key to growing business.

There are a few surprisingly common things advisers do that really alienate this key market segment. 

Advisers share how they started various types of philanthropic work.

Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser...

The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.

Individuals and teams interested in being considered for PLANADVISER’s 2021 Top 100 Retirement Plan Adviser designation should complete our short registration form by Wednesday, September 9. This first...

Although collective investment trusts hold a fraction of the total assets in retirement plans, with ongoing changes in the broader...

James Worrell has seen his team expand with more members, assets under management and a new service model since he...

One silver lining in the coronavirus pandemic has been a rethink of the need for certain business travel; many who...