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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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What Does the New Year Hold?

Wednesday, December 27, 2017

CAPTRUST Senior Director John Curry outlines our predictions for plan sponsors, participants, and the retirement industry in general in the new year. These predictions contain the accumulated insights of our business line leaders, financial advisors, and client-facing service associates as they look forward to 2018.

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A Crystal Ball and a Compass

Thursday, December 29, 2016

It’s that time of year again, when we look into the crystal ball for what lies ahead in the new year for retirement plans. In this article, CAPTRUST practice leaders cover four main themes—like the directions on the face of a compass: DOL’s Conflict of Interest Rule, the rise of litigation, the economic environment, and future policy direction.

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