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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.

VESTED, Summer 2016

We are pleased to announce that the Summer 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 June 15. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

The DOL and CAPTRUST’s No Golf Ball Rule

New DOL rules will require anyone advising on retirement assets to acknowledge fiduciary status in writing and act exclusively in their clients’ best interest. CAPTRUST clients need to know that we have always adhered these standards. We are proponents of the legislation and feel it validates our business model.

Execute a Foolproof Advisor RFP

CAPTRUST recently hosted a webinar about best practices for conducting an advisor RFP and available resources to streamline the process. Whether you are benchmarking your current advisor or conducting a formal advisor RFP, this recording will help you implement the fundamentals of a sound RFP process.

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.