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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Safeguard Your Assets as You Age

Friday, June 15, 2018

Adult children often worry about their parents’ or elderly relatives’ ability to make sound financial decisions as they age. For good reason, as one in five Americans 65 years of age or older are victims of financial exploitation to the tune of $2.9 billion in damages annually. Unfortunately, only one in 44 cases of abuse is actually reported.

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Optimizing Your Retirement Plan (Webinar Recording)

Thursday, June 14, 2018

In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson leads a discussion of interesting research findings from trusted sources and insights from CAPTRUST’s annual plan design benchmark study.

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Fiduciary Update | May 2018

Tuesday, May 15, 2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.

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DOL’s Fiduciary Rule Vacated…Now What?

Tuesday, May 08, 2018

The deadline for the Department of Labor (DOL) to appeal the decision by the U.S. Court of Appeals for the 5th Circuit that the DOL overreached its designated role, has come and gone. An official mandate issued by the court is expected soon.

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Buckle Up for Midterm Elections

Monday, April 30, 2018

As we look forward to the rest of 2018, we believe that the key to investment success will be maintaining perspective about two key drivers. We foresee first, a strengthening economy; second, higher volatility triggered by headlines from Washington, D.C., and increasing interest rates.

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Buckle Up for Midterm Elections

Monday, April 30, 2018

As we look forward to the rest of 2018, we believe that the key to investment success will be maintaining perspective about two key drivers. We foresee first, a strengthening economy; second, higher volatility triggered by headlines from Washington, D.C., and increasing interest rates.

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