Client Service March 1st, 2024 Fiduciary Responsibility: 3(38) Services Set to Increase Plan sponsors are gravitating toward 3(38) investment managers, letting advisers take the wheel, according to a CAPTRUST senior plan adviser.
Products & Services February 15th, 2024 Product & Service Launches – 2/15/24 CAPTRUST joins list of advisories partnering with Pontera on 401(k) management tool; F&G Annuities & Life launches RILA; and iCapital...
Deals & People January 18th, 2024 CAPTRUST Announces 1st Wealth Acquisition of 2024 The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Deals & People December 11th, 2023 Advisory M&A News – 12/11/23 Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Practice Management December 1st, 2023 Profitable Endeavors Plan advisers discuss how they provide best-in-class services while still meeting—and trying to exceed—client needs.
Deals & People November 10th, 2023 Retirement Industry People Moves – 11/10/23 CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...
Deals & People November 6th, 2023 Advisory M&A News – 11/6/23 Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.
Data & Research November 1st, 2023 Retirement Plan Aggregators Bring CITs to Small, Mid-Market Plans The rise of CITs continues to erode mutual fund dominance in the DC market, according to the latest Cerulli data.
Deals & People October 30th, 2023 Advisory M&A News – 10/30/23 CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...
Client Service October 16th, 2023 How to Stay Safe From Evolving Cybersecurity Threats Experts discussed the SEC’s new cybersecurity rules and the importance of having an action plan at PLANADVISER’s Cybersecurity livestream.
Deals & People September 22nd, 2023 SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...
Deals & People September 19th, 2023 Carlyle Makes Growth Investment in CAPTRUST Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.
Deals & People July 13th, 2023 CAPTRUST Expands Presence in South Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
Data & Research June 27th, 2023 Fidelity Sees Jump in Quantity, Value of RIA M&A Deals Since 2020 During the last three years, 492 transactions took place, compared to 146 during a similar period from 2017 through 2019.
Roundtable SECURE 2.0 Insecurities 3 experts cite clients’ biggest concerns about the new retirement act.
Deals & People June 1st, 2023 CAPTRUST Acquires Omega Wealth Partners Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year.
Deals & People May 15th, 2023 Advisory M&A CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...
Deals & People March 9th, 2023 CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting Monroe Vos founder says joining CAPTRUST will provide scale of economics.
Data & Research February 23rd, 2023 CAPTRUST Survey Shows Nonprofits Ignore Benefits of Select Investments New research shows organizations often overlook alternative assets, ESG and DEI.