Tag: CAPTRUST

Participants at the 2024 Advisers in Conversation seminar discuss how they handle the heated fight for talent for their clients...

Broadridge adds 2 solutions to Salesforce AppExchange; CAPTRUST selects CAIS to centralize alternative investments; StratiFi announces strategic partnership with Altruist.

BlackRock live with retirement income with annuity for plan sponsors; Nationwide adds dynamic feature to its retirement income offerings; CAPTRUST...

Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.

NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes...

Plan sponsors are gravitating toward 3(38) investment managers, letting advisers take the wheel, according to a CAPTRUST senior plan adviser.

CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...

Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.

The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.

CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...

Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANADVISER’s Cybersecurity livestream.

The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...

Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.

Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.

During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.