At more than $300 billion in assets under management, CAPTRUST was listed in the section of “Mega Teams With $12 Billion or More in Retirement Plan Assets Under Advisement.” CAPTRUST was one of 16 Mega Teams listed this year.
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According to the National Institutes of Health, living in poverty is a risk factor for substance abuse. But Seeber wants readers to know that addiction doesn’t discriminate.
On January 30, The National Tax-Deferred Savings Association (NTSA) announced CAPTRUST’s Wat Keys, CFP®, CRPS, as one of four 2019 Elite Advisor Award recipients.
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
The article discusses consolidation in the advisor market. Additionally, the piece examines the drivers of RIA merger and acquisition transactions and related impacts on the hyper-fragmented retirement plan advisory industry.