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Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

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Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.

WSJ Discusses Revenue Sharing Conflict

WSJ writer Jason Zweig recently posted a Money Beat column discussing revenue sharing. In his article, Zweig explains the conflict of interest this practice introduces for banks and brokerage firms that distribute mutual funds and the challenges that investors face uncovering information about their practices.

VESTED, Winter 2016

We are pleased to announce that the Winter 2016 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of February 8. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

VESTED, Fall 2015

We are pleased to announce that the Fall 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of November 16. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

VESTED, Summer 2015

We are pleased to announce that the Summer 2015 issue of VESTED, CAPTRUST's magazine for clients and friends, is now available. If you are a subscriber, you will receive your copy in the mail the week of June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

Quarterly Participant Advice Webinar

CAPTRUST Senior Director Phyllis Klein recently hosted an exclusive 30-minute webinar to help plan participants identify if they are on the right track with their personal and retirement savings. The webinar addressed frequently asked questions about retirement savings adequacy such as how much to save and how to invest.

RFP Template Higher Education Plan Advisors Now Available

The RAC has published an Advisor RFP template focused on the needs of higher education institutions. This new version contains questions related to experience with higher education institutions, specific service providers, and implementation and transition. CAPTRUST Director Greg Middleton adds his two cents on this new resource.