In October, the Triangle Business Journal announced its annual list of the 50 fastest-growing privately held businesses in the Raleigh-Durham area. CAPTRUST weighed in at number 7 on this year’s list – up from number 23 last year. 2015 marks the third year CAPTRUST has made the list.
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CAPTRUST financial advisor John Pickett was featured in an article in the summer issue of NAPA Net -The Magazine examining the key factors that advisors should look at when determining whether longevity-planning options are right for their clients. Plan sponsors know that their employees struggle with the complexities of how to make their retirement savings last as long as they do.
The National Association of Plan Advisors (NAPA) today announced on its website the winners of its inaugural Top Women Advisors list. According to NAPA, this list recognizes leaders among the growing number of women “making significant contributions to this field” who are “in a league of their own.”
CAPTRUST CEO Fielding Miller and Pensionmark’s Troy Hammond kicked off this year’s PLANADVISER National Conference. The pair discussed the strategic partnership formed between the two companies earlier this year, the state of the retirement plan advisory industry, and their views on how practices will evolve in the future.
CAPTRUST is pleased to present Roth with the Woman Business Owner of the Year award. This award celebrates women with exemplary reputations, histories of mentoring other businesswomen, strong connections to the Des Moines business community, and significant professional achievements.
CAPTRUST's Greg Middleton is featured in an article in PLANADVISER Magazine discussing plan sponsors’ increased use of the RFP as part of the process to hire a retirement plan advisor. The article focuses on how plan sponsors are using advisor RFPs as a way to evaluate and select advisors.