05.16.2019
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides a look at what is trending for fee and investment performance cases. Also covered is the potential for a cascade of fee cases in the healthcare arena, along with a reminder to benefits departments about providing information to plan participants.
04.30.2019
This interactive webinar, moderated by CAPTRUST’s Eric Bailey and Greg Middleton, will highlight governance procedures and steps a nonprofit should consider when issuing an advisor RFP.
04.26.2019
Transparency matters for today’s charitable donor. About a third of Americans don’t trust charities to spend their funds well, and more than 60 percent of people globally don’t have faith that nonprofits can accomplish their missions.
06.10.2019
We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.
06.04.2019
This May, Smart Business caught up with CAPTRUST’s Steve Wilt, senior vice president and financial advisor, to get his thoughts on the importance of working with a genuine expert advisor.
05.07.2019
This April, the Charlotte Business Journal released its list of the largest financial planning firms in the Charlotte-area. “We are honored to be included on the list,” says CAPTRUST Senior Vice President and Financial Advisor Michael Blair.
