In this upcoming webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson and colleagues Jennifer Doss and David Hood will present their views on what plan sponsors need to know about rising interest rates and the impact on retirement plans.
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CAPTRUST, one of the nation’s leading wealth management and institutional advisory firms, announced that Salt Lake City-based Knox Capital Group, one of Utah’s premier wealth management firms, has joined the family, bringing with it over $300 million in client assets.
We are pleased to announce that the Winter 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.
Each year, PLANADVISER compiles the Top 100 Retirement Plan Advisers list. This year, CAPTRUST’s Mark Davis and Scott Wertheim were named to the Top 100 list, and CAPTRUST’s Akron team was named to the list’s small team subcategory.
NAPA has just announced their 2018 list of Top Retirement Plan Advisors Under 40—also known as “Young Guns.” CAPTRUST’s Shaun Eskamani, John Frady, Christopher Kulick, and Andrew Shimp were named to this year’s list.
NAPA has launched a new industry list that recognizes Top DC Advisor Teams. The inaugural list, which was compiled by the association’s Nevin E. Adams, features teams with a defined contribution (DC) practice and includes 22 CAPTRUST teams.