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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.

Greg Middleton Discusses Advisor RFP Best Practices

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.

CAPTRUST Named to TBJ's Best Places to Work List

CAPTRUST was named in the Large Companies category of Triangle Business Journal's annual survey of the area's Best Places to Work released on August 3, 2015. The TBJ list was compiled and ranked based upon the results of an employee survey conducted by Quantum Workplace.

Student of the Game – Pension Risk Transfer

CAPTRUST Senior Director and Asset/Liability Practice Leader Grant Verhaeghe conducted a Student of the Game session for advisors on pension risk transfer. Student of the Game is a CAPTRUST specialty, an informative session with the goal to educate advisors on emerging issues relevant to their clients.

The Advantages of Scale

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.