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.
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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.
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.
On July 23 and 24, CAPTRUST’s Beryl Ball and Bruce Graham spoke at Financial Research Associates’ 4th annual conference on Optimal Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases.
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.
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.