Wealthmanagement.com named CAPTRUST number one in its annual ranking of RIAs focused on wealth management. The publication's Top 100 Retail RIAs of 2016 are ranked based upon total assets under management reported on Form ADV. To make this list, firms must be U.S.-based and serve individual investors as a primary line of business.
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.
Implementation of the DOL's conflict of interest rule—also known as the fiduciary rule—is just around the corner. And the majority of retirement plan providers will announce their intended changes in response to the ruling during the final quarter of 2016. We invite you to an upcoming webinar to help you prepare for discussions with your providers.
CAPTRUST’s Kathleen Carlson was recognized as one of the Dayton Business Journal’s 2016 Power 50. Each year, this list identifies, profiles, and commends the Dayton Region’s Fifty Most Influential Women—women who are invaluable leaders across a variety of roles and industries.
The Atlanta Business Chronicle publishes the list of Atlanta’s Top 25 Financial Planning and Advisory Firms. For 2016, CAPTRUST’s Atlanta branch secured the number eight position among firms ranked by total assets under management.
CAPTRUST was named in the 2016 Fast 50 Awards list of the 50 fastest-growing private companies in the Triangle. The Fast 50 winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years.
Financial Times listed six advisors from CAPTRUST in the 2016 Top 401 DC Plan Advisors of 2016. CAPTRUST advisors Karen Casillas, Dan Esch, Todd Jones, Mike Pratico, Andrew Shimp, and Scott Wertheim are those named in the list.