09.04.2018
On Friday, August 31, President Trump signed the Executive Order on Strengthening Retirement Security in America, directing the Department of Labor (DOL) and the Treasury Department to consider regulations or guidance affecting three specific areas of retirement policy.
08.08.2018
In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as retirement summary plan descriptions, fiduciary liability in what is unsaid, liability for prior or subsequent fiduciaries’ actions, mistaken plan distributions, and recent fee litigation cases and settlements.
07.12.2018
This piece covers a slice of results received through a survey of over 150 nonprofit endowment and foundation organizations. The survey results speak to a variety of topics, including: return objectives, goals, risk tolerance, asset allocation, performance, spending policy, governance, and fundraising.
09.20.2018
CAPTRUST has been recognized on the 2018 Barron’s Top 40 RIA Firms list, which is made up of independent advisory firms. This annual list weighs dozens of qualitative and quantitative components when ranking firms.
09.10.2018
Financial consulting firm Morton Wealth Management, headquartered in Greensboro, North Carolina, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes seven new colleagues.
08.21.2018
Matheson serves as a primary source for an article discussing the fiduciary rule’s lasting impact on how plan sponsors scrutinize rollover advice from advisors, and their increased interest in distribution options tailored to retirees.
