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Monday, March 06, 2017 | Raleigh, NC

CAPTRUST Senior Director Featured in FA Magazine Cover Story

This month, CAPTRUST’s senior director of marketing, John Curry, contributes to the cover story of Financial Advisor magazine. The article, titled “The Big Business Of 401(k)s” and written by Eric Rasmussen, discusses how “this is not your Dad’s 401(k) plan space” and includes sections on various pitfalls, DC nostalgia, and the legal environment. Financial Advisor magazine is a monthly publication that “delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment,” according to their site.

Click here to read the Financial Advisor article.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $200 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Announcements

Target Date Funds - Ten Years Later

In this recent webinar, CAPTRUST DC Practice Leader Scott Matheson moderates a 45-minute discussion covering the current state of, and common questions about, target date funds. He is joined by CAPTRUST senior investment and target date fund experts, Jennifer Dunbar and David Hood.

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Recognition

Recognition

CAPTRUST CEO Talks M&A Plans

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.

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