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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DOL Extends Fiduciary Rule Delay

Monday, November 27, 2017

Earlier today, the Department of Labor (DOL) released the final rule that further extends the Transition Period and delays the applicability date of several of the prohibited transaction exemptions (PTEs) associated with the DOL’s revamped Fiduciary Rule that became applicable on June 9.

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Fiduciary Update | November 2017

Friday, November 10, 2017

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on the DOL's conflict of interest rule for other investor protections, late loan payments as taxable distribution, pension overpayments, and other fee related litigation.

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Good Global Growth Spurs Stock Prices

Saturday, October 28, 2017

Global growth continues to exceed expectations. But have the world’s stock markets fully priced in the good news? Will changing monetary policies undermine the price-to-earnings multiple expansion we are witnessing? Could tax policy changes provide an additional boost to stock prices? This Investment Strategy explores these questions.

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IRS Announces 2018 Pension Plan Limitations

Friday, October 20, 2017

The Internal Revenue Service announced its annual update to dollar limitations for pension and other retirement plans for tax year 2018. Some of the retirement plan-related limitations are changing because the annual cost-of-living increase met the statutory threshold that triggers their adjustment. This article features a table of highlights.

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Not-So-Traditional Retirement

Monday, October 16, 2017

Here’s what a typical work history used to look like: You got an education and training, took a job, and stuck with it. If you moved up, it was often with the same employer. A few decades later, when you were 65 or so, you retired to a life of leisure—or at least a life without paid work. But in 2017, the work world is changing. And in this new work world, retirement is changing too.

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America the Beautiful

Monday, October 16, 2017

The national parks are national treasures, so it’s no wonder that some park enthusiasts are determined to explore as many of them as they can. That’s true for John and Betty Callender of Daniels, West Virginia, who have been to 20 of the country’s 59 national parks and have plans to see more. The couple’s passion for the parks began in 2011 with a trip to parks in Montana, Wyoming, and Utah.

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