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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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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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 recruiting tool to must-have corporate offering. However, a key aspect of employee wellbeing has been overlooked. Financial wellness is the new frontier—a workplace trend—in getting employees “fit.”

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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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