Deals & People
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
Investing
Expect More Usage of Managed Accounts
As workforces reduce in-person interactions and strengthen online engagement, experts are anticipating an increased interest in personalized advice managed accounts.
Publisher’s Note
Client Service
Actual Reality
It’s clearly not been business as usual.
PANC 2020: Prospecting and Closing New Business in a Socially Distant Normal
Experts discuss best strategies for retaining and attracting new clients in a virtual world.
Practice Management
Prospecting in Turbulent Times
Surprisingly, it may be a good time to win new clients.