Matheson serves as a primary source for an article discussing the fiduciary rule’s lasting impact on how plan sponsors scrutinize rollover advice from advisors, and their increased interest in distribution options tailored to retirees.
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On July 30, Business North Carolina announced its third annual ranking of companies that oversee at least $1 billion in assets. CAPTRUST came in at the top of the list with more than $270 billion in assets.
On Wednesday, August 1, Triangle Business Journal named 50 local businesses as its Best Places to Work for 2018. This will be the fifth time CAPTRUST has been honored with making the Journal’s list.
CAPTRUST's John Curry is the lead source for an FA Magazine article by Chris Robbins that discusses the importance of media relations, centers of influence, advertising, community involvement, and social media to grow your business.
NAPA announced their 2018 list of Top Retirement Plan Advisors Under 40—also known as “Young Guns” in January. CAPTRUST’s Shaun Eskamani, John Frady, Christopher Kulick, and Andrew Shimp were named to this year’s list.
CAPTRUST CTO Jon S. Meyer was recognized by the Triangle Business Journal in its 2018 class of C-Suite Awards winners. “I am incredibly honored and humbled [...] it is truly a reflection of the hard work of so many,” Meyer stated.