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Tag: Engrave Wealth Partners

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.

Trending

Private Market Returns in DC Plans Depend on the Plan’s Design, per CFA Institute

House Bill Seeks Social Security Eligibility at 60 for Workers in ‘Physically Demanding’ Jobs

CAPTRUST Acquires 2 New York-Based Advisory Firms

Gen Z, Millennials Prioritize Retirement Savings as Homeownership Slips Further Out of Reach

Mishandling of Client Assets, Adviser Time Could Gouge Profits

Events Spotlight

PLANADVISER 360

Join leading retirement plan advisers and industry experts November 8–11 for networking that matters and peer-to-peer insights.
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