03.13.2019
Personal financial challenges like credit card debt, the cost of education, and saving for retirement have a meaningful impact on overall employee performance. This stress can lead to employee absenteeism, lost productivity, and health issues. Despite their popularity, many plan sponsors are still struggling with several obstacles around offering a wellness program, such as lack of time, resources, and budget.
02.28.2019
Successfully fulfilling the mission of a nonprofit depends on careful control and planning around both spending policy and investment strategy. However, our recent Endowment and Foundation Survey reveals that a surprising percentage of endowments and foundations don’t have an established spending policy available to key decision makers.
03.14.2019
In this video, CAPTRUST's Brandon Aber discusses how the markets work and how volatility impacts an investor's portfolio. Specifically, he covers short-term market behavior and long-term market behavior, as well as how those markets are dictated. Key takeaways include the indicators an investor should focus on when thinking about long-term returns, and why time in the market is more important than timing the market.
03.22.2019
At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” CAPTRUST was one of 16 Mega Teams listed this year.
03.18.2019
CAPTRUST today announced the addition of two advisory firms—deals that rounded out 2018, a strong year of growth for the firm. In 2019, that momentum is expected to continue.
03.13.2019
“Each of these individuals has been instrumental in our company’s rapid growth and success,” said CEO Fielding Miller. “We have built a high performing team that requires we retain and recognize individuals for their leadership and contributions.”
