CAPTRUST Vice President, Financial Advisor Marcus Magyar was recognized in the Northeast Pennsylvania Business Journal’s 2016 Top 20 under 40 list. In Magyar’s list profile, the journal highlighted the experiences that molded him into the successful advisor he is today, as well as his business philosophy and life outside of work.
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CAPTRUST ranked number 20 among the 50 fastest-growing private companies in the Raleigh, Durham, Chapel Hill area. The Fast 50 winners were selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years. 2016 marks the fourth year that CAPTRUST has made the list.
We are pleased to announce that the Fall 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 November 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.
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.
Implementation of the DOL's fiduciary rule is just around the corner. And the majority of retirement plan providers will announce their intended changes in response to the rule during the final quarter of 2016. We invite you to listen to a recording of a recent CAPTRUST hosted webinar to help you prepare for your year-end discussions.
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.