Dallas-based CAPTRUST Financial Advisor John Pickett was featured prominently in a recent article on WealthManagement.com, The article, titled "Six Strategies for Better Plan Committee Relationships" and penned by Ed McCarthy, was published July 11.
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In its July 2016 issue, Financial Advisor magazine ranked CAPTRUST number one among RIAs with assets in excess of $1 billion. The magazine's annual survey analyzes several metrics, including assets under advisement, asset growth over the trailing year, assets per client, and a number of other indicators of business success.
We are pleased to announce that the Summer 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 June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
CAPTRUST will attend the 2016 PLANSPONSOR National Conference as a speaker, exhibitor, and exclusive sponsor of the DC Plan Boot Camp. The conference is the only industrywide event to bring together retirement plan sponsors, plan advisors, and the providers that support plans and participants.
The DOL's conflict of interest rule is the most significant change to retirement plans in 40 years. On June 23, 2016, CAPTRUST hosted a webinar where Practice Leader Scott Matheson explained the new regulations and the important questions plan sponsors need to address as these rules go into effect.
New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.