CAPTRUST Financial Advisors named Beryl Ball as an advisor shareholder partner and promoted her to senior vice president. This promotion comes in recognition of her exemplary record of contribution toward the success of the firm.
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CAPTRUST Senior Director of the Consulting Research Group Phyllis Klein spoke at the NAPA annual conference in San Diego on March 23rd at a workshop on innovation in participant advice. In an article covering the panel, NAPA noted whether it’s one-on-one advice, online modeling, active email campaigns or other means, advised participants enjoy better outcomes. In her panel remarks, Klein suggested the industry can do more to help participants, but that we need to relate to them better.
Recently, the Retirement Advisor Council published an updated version of the Advisor RFP industry template which focuses specifically on the needs of higher education institutions. This updated version contains the additional sections of questions including Experience with Higher Education Institutions, Experience With Specific Service Providers, and Implementation and Transition. CAPTRUST Director, Advisor Support Group, Greg Middleton adds his two cents on the value of this new resource.
CAPTRUST Financial Advisors is proud to sponsor the 44th Annual Retirement & Benefits Management Seminar on April 23 and 24 at the Marriott Southpark in Charlotte, NC. This event is jointly organized by the University of South Carolina’s Darla Moore School of Business with participation by the DOL and IRS.
CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.
The National Association of Plan Advisors (NAPA) announced that CAPTRUST Senior Vice President and Financial Advisor Mark Davis is one of three finalists for its 2015 401(k) Advisor Leadership Award. This award recognizes leadership, innovation, and contributions to the retirement plan industry. The winner will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.