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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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Living Large with Less

Monday, October 16, 2017

Our possessions can possess us, especially when they cross the line from necessary to clutter—as they invariably do. We spend our 20s acquiring the trappings of being grown-up, our 30s acquiring the paraphernalia of young professionals and new parents, and our 40s acquiring the fruits of our success. By the time we reach our 50s, we have likely lost one or both parents and realized that you really can’t take it with you. All that stuff means very little in the long run, and there’s too much of it.

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Engaging Millennials at Work

Thursday, September 28, 2017

The millennial generation catches a lot of flak when it comes to their work habits and financial situations. Their reputation precedes them in some employers’ estimations. But understanding the forces that have shaped their professional and financial decisions—and what can be done to respond to them—can help employers create greater loyalty and engagement.

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Equifax Data Security Breach

Thursday, September 14, 2017

You may have seen or heard in the news this week that one of the big three credit bureaus, Equifax, had its data security breached. Equifax reported the data at risk includes the Social Security numbers, birth dates, and addresses of more than 143 million Americans. Equifax also said the breach involved some driver’s license numbers, credit card numbers.

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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 uncertain future facing the DOL’s conflict of interest rule, plan reformation and 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.

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