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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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Fiduciary Update | August 2017

Wednesday, August 02, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the DOL's conflict of interest rule uncertain future, fund change liability, insurance conversion, and other fee related litigation.

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Global Markets’ Mid-year Momentum

Friday, July 21, 2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

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Global Markets’ Mid-year Momentum

Friday, July 21, 2017

At last, both the U.S. and the rest of the world are growing steadily and exceeding expectations. This long-awaited synchronized surge and better-than-expected corporate earnings helped push U.S. stocks to higher-than-average valuations. International stocks followed suit.

Read More

The Surprising Benefits of a 3(38) Fiduciary

Thursday, June 29, 2017

Investment advisors have long assumed the role of 3(38) investment manager for pension plans. But increasingly, these services are being extended to defined contribution plans too. Time savings, risk transfer, and an interest in creating better outcomes are among the factors driving defined contribution plan demand for 3(38) investment managers.

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America First?

Thursday, June 22, 2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

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America First?

Thursday, June 22, 2017

The synchronized global expansion continued in the first quarter, leading markets higher and pushing U.S. stocks toward expensive territory. With U.S. stock valuations and economic data close to historic levels, the recent rally in U.S. stocks may run out of steam. Those challenges, plus infighting about the direction of fiscal and foreign policy and the rise of political risks, likely mean diversification will play an important role.

Read More