04.24.2019
Our latest Investment Strategy article explores the event of an inverted yield curve. While an inverted yield curve does not always mean a near-term market selloff is ahead—it does signal that something significant may happen over the next year. Learn more about what we expect to see in the months ahead.
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.
03.13.2019
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.
04.24.2019
CAPTRUST CEO Fielding Miller was one of this year’s Icons and Innovators award winners celebrated at a recent dinner. The gathering was attended by people from all spheres of the financial advice industry.
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.
