A recent Financial Planning article asked, “Does the make-up of a client’s portfolio depend in part on the objective, be it retirement, saving for college or planning for emergencies?” CAPTRUST’s Mark Paccione was tapped for his input on the topic.
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CAPTRUST Chief Operating Officer Ben Goldstein was recognized by the Triangle Business Journal in its inaugural C-Suite Awards, recognizing the best of the best in corporate leadership in the triangle who have made significant impact on the success of their organizations.
The July 2017 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) with assets in excess of $1 billion—making it our second year running to achieve this distinction. The magazine’s annual survey analyzes several metrics and other indicators of business success.
A recent InvestmentNews article explores how the RIA “space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and the article quotes CEO Fielding Miller that “‘We’re looking for people who still have some gas in the tank and are still looking to grow.’”
Institutional Investor’s inaugural DC Industry Leaders study rates CAPTRUST as provider of the best defined contribution services to retirement plan-centric advisors. CAPTRUST operates as a centralized model; the company’s financial advisors are supported by more than 200 colleagues.
InvestmentNews recently published industry research focused on the trend of retirement plan advisors seeking to build their practices through the scale and support offered by RIA aggregators. With $194 billion of DC assets under advisement and 85 DC-focused advisors, CAPTRUST ranks as the largest of the aggregator firms.