This year, CAPTRUST was named to the 2017 PLANADVISER Top 100 Retirement Plan Advisers list. Sourcing for this quantitative list begins in September of the prior year and information is pulled from responses to an annual survey. CAPTRUST was one of 12 Mega Teams included in this year’s Top 100.
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The Dayton Business Journal (DBJ) has ranked CAPTRUST number 17 among the top money management firms in the Dayton area. The list was published online and in the print version of DBJ, and it is scheduled to be reprinted in that publication’s 2017 Book of Lists this December.
CAPTRUST’s senior director of marketing, John Curry, contributes to the March cover story of Financial Advisor magazine. The article, titled “The Big Business Of 401(k)s” and written by Eric Rasmussen, discusses various pitfalls, DC nostalgia, and the legal environment.
Earlier this week, Mergermarket's Karen Padley published an article based upon an interview with CAPTRUST Chief Executive Officer Fielding Miller during which he discussed registered investment advisor consolidation, the firm's growth in recent years, and plans for continued growth.
The National Association of Plan Advisors (NAPA) has just announced their 2017 Young Guns: Top 75 Under 40. CAPTRUST’s John Davenport, Shaun Eskamani, Tyler Gupton, and Christopher Kulick were named to this year’s list, which will be featured in NAPA Net the Magazine.
The Triangle Business Journal has ranked CAPTRUST number seven among the largest financial planning firms in the Triangle. The list was locally researched by TBJ’s Cameron Snipes, and the winners were ranked by the number of Series 7, fully licensed brokers in the Triangle.