We are pleased to announce that the Winter 2016 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of February 8. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
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.
John Leissner, director of defined contribution services, recently discussed providers' retirement readiness calculators with PLANSPONSOR Magazine. Leissner’s team at CAPTRUST focuses on determining how effective retirement readiness tools are and if they're driving participant action.
Business North Carolina recently profiled CAPTRUST co-founder and Chief Executive Officer Fielding Miller to find out how he helped his Raleigh-based investment consulting and wealth management firm survive and, ultimately, thrive in the wake of the financial crisis. Accelerating out of the crisis, the firm has grown to 22 office locations and more than 350 employees.
In October, the Triangle Business Journal announced its annual list of the 50 fastest-growing privately held businesses in the Raleigh-Durham area. CAPTRUST weighed in at number 7 on this year’s list – up from number 23 last year. 2015 marks the third year CAPTRUST has made the list.
We are pleased to announce that the Fall 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of November 16. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
CAPTRUST financial advisor John Pickett was featured in an article in the summer issue of NAPA Net -The Magazine examining the key factors that advisors should look at when determining whether longevity-planning options are right for their clients. Plan sponsors know that their employees struggle with the complexities of how to make their retirement savings last as long as they do.