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.
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.
04.29.2019
“We are humbled to be recognized with [this award], and to be grouped with so many amazing organizational peers,” says Devyn Duex, financial advisor and co-president of the CAPTRUST Community Foundation.
04.28.2019
“We make up almost 20 percent of the Barron’s Top 50 list. These are world-class professionals and very talented teams. Best of all, they are just the tip of the CAPTRUST iceberg,” said CEO Fielding Miller.
