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Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.

Kaite Roth Honored As Woman Business Owner of the Year

CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates the work of women with exemplary personal and professional reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements and successes.

Greg Middleton Discusses Advisor RFP Best Practices

CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.

CAPTRUST and MFP Strategies Merge

CAPTRUST announced that it has completed a merger with MFP Strategies. Based in Bethlehem, PA, MFP Strategies brings with it deep experience in wealth management and capital preservation strategies for private clients, investment advisory services for institutions, and retirement plan advisory services for institutional plan sponsors.

Student of the Game – Pension Risk Transfer

CAPTRUST Senior Director and Asset/Liability Practice Leader Grant Verhaeghe conducted a Student of the Game session for advisors on pension risk transfer. Student of the Game is a CAPTRUST specialty, an informative session with the goal to educate advisors on emerging issues relevant to their clients.