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.
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.
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.
CAPTRUST’s Jason Stephens kicked off the SouthWest Benefits Association Annual Conference, delivering a pre-conference workshop on nonqualified deferred compensation issues. He presented the findings from a recent research study that analyzed potential retirement accumulation at a range of income levels.
CAPTRUST Senior Vice President Mark Davis shares his perspective after more than two decades of experience on the topic. Davis tells the story of evolution of participant engagement in defined contribution plans from communication to education to guidance—and now to advice over the last 25 years.
CAPTRUST Senior Director Phyllis Klein spoke at the NAPA annual conference in San Diego on March 23 at a workshop on innovation in participant advice. In an article covering the panel, NAPA noted whether it’s one-on-one advice, online modeling, active email campaigns, or other means, advised participants enjoy better outcomes.
The National Association of Plan Advisors (NAPA) announced that CAPTRUST Senior Vice President and Financial Advisor Mark Davis is one of three finalists for its 2015 401(k) Advisor Leadership Award. This award recognizes leadership, innovation, and contributions to the retirement plan industry. The winner will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.