04.01.2019
Participant inertia, which can work both in favor of and against participants and plan sponsors, continues to dominate as a top headwind for the retirement industry. In fact, plan sponsors may even be lulling their participants into a false sense of security. Read on to find out how to make sure your participants are not asleep at the wheel on the road to retirement.
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.
03.13.2019
Personal financial challenges have a meaningful impact on overall employee performance and can lead to employee absenteeism, lost productivity, and health issues. Despite their popularity, many plan sponsors are still struggling with obstacles around offering a wellness program.
04.22.2019
Great marketing can be new territory for advisors, but it’s not impossible. In an article titled “5 Pillars of Marketing for Advisers” CAPTRUST CMO John Curry defines a checklist of key advisor marketing tactics.
04.02.2019
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.
04.02.2019
CAPTRUST adds three partners and supporting team members from Atlanta-based FiduciaryVest and more than $13 billion in client assets under advisement to its practice.
