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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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Addressing Financial Stress in the Workplace

Tuesday, March 28, 2017

Companies have long realized the value of having healthy employees, and programs aimed at increasing wellness have morphed from fad recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been largely overlooked. Financial wellness is the new frontier—a key workplace trend—in getting employees as “fit” as possible.

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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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