CAPTRUST launched a new position paper addressing how companies can best prepare their nonqualified deferred compensation plans for growth driven by rising state and federal taxes and fueled by improved capital markets. The paper advocates for a comprehensive process to craft a plan financing strategy that provides attractive benefits without compromising corporate balance sheets or cash flow.
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CAPTRUST has announced the hiring of Rush Benton as Senior Director of Strategic Wealth. Based out of the headquarters in Raleigh, Benton will lead the firm’s private wealth business, growing assets both organically and through acquisition of independent, fee-based registered investment advisors (RIAs).
CAPTRUST has announced the opening of its newest office, located in New York City. This marks the third new location for the firm in 2012 as it continues its growth strategy within top retirement markets.
CAPTRUST announced its acquisition of Bay Colony Partners, a group of specialists focused on qualified and nonqualified corporate retirement plans and individual wealth management, located in Boston, Massachusetts, one of the nation’s top retirement plan markets.
CAPTRUST announced the relocation of their West Des Moines, Iowa office to its new location at 4401 Westown Parkway, Suite 220 in West Des Moines. The Iowa team includes Financial Advisors Jim Pierce, Jean Duffy, Andrew Shimp, Aaron Morris, Jen Eddleman and administrative assistant, Sheri Elsen.
Jefferson National, a recognized innovator of tax-deferred investing solutions for Registered Investment Advisors (RIAs) and fee-based advisors, has launched five new dynamic allocation models powered by CAPTRUST’s institutional quality research.