CAPTRUST’s Rush Benton, senior director of strategic wealth, examines what scale means for plan advisors and how scale can be an advantage in managing the four critical business issues every advisory firm must eventually address leadership succession, realizing value, solving for business complexity, and maximizing firm growth.
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.
CAPTRUST’s Jon Strickland, senior vice president and financial advisor, was named to NAPA’s Top 50 under 40 “Young Guns” list for 2015. These young plan advisors are recognized as future industry leaders and seem eager to step up to the job.
The Financial Times recently recognized CAPTRUST Senior Vice President and Financial Advisor Mike Blair among its Top 401 Retirement Advisers in its inaugural list publication. The Financial Times is one of the largest international daily newspapers specializing in financial and economic news and issues.
CAPTRUST’s Asset/Liability Practice Leader Grant Verhaeghe recently participated in a panel discussion on liability-driven investing (LDI) with other industry experts on AssetTV. The panel of industry leaders discussed the current state of LDI and issues impacting their respective clients.
CAPTRUST Senior Director of Strategic Wealth Rush Benton recently spoke on a panel regarding advisor acquisitions in Atlanta at the Schwab Insight to Action workshop. This event follows his participation in another discussion regarding mergers and acquisitions presented by Fidelity in Boston.
ECU recently honored CAPTRUST's Kevin Monroe with its inaugural 40 Under 40 Award in Leadership. This annual award honors 40 former student leaders who demonstrate a commitment to maintaining lifelong relationships with the university and who have made impacts in their fields and communities.