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| 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

Upcoming Webinar! Rising Interest Rates

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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Press Releases

CAPTRUST Merges with Knox Capital Group

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.

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Announcements

VESTED, Winter 2018

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.

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