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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

VESTED, Summer 2017

We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Announcements

Fiduciary Rule Driving Advisor RFP Activity

So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.

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Recognition

Fielding Miller on Curating Success at CAPTRUST

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.’”

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