The July 2018 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors with assets in excess of $2 billion—making it our third year running to achieve this distinction.
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The Department of Labor announced last week that CAPTRUST’s Linda M. Kerschner, CRSP, has been appointed corporate trust representative for the 2018 Employee Retirement Income Security Act of 1974 (ERISA) Advisory Council.
CAPTRUST has acquired 28 advisor practices in 12 years. In the latest InvestmentNews list of aggregator firms, CAPTRUST ranks as the largest of firms active in this space, with $221 billion of defined contribution (DC) plan assets under advisement and 95 DC-focused advisors.
While at the 2018 NAPA 401(k) Summit, CAPTRUST Defined Contribution Practice Leader Scott Matheson offered his thoughts on some of the industry’s latest trends.
PLANSPONSOR Magazine has named CAPTRUST’s Chris Kulick the Retirement Plan Adviser of the Year in its individual advisor category. Kulick joined CAPTRUST in 2010 and works out of the firm’s office in Doylestown, Pennsylvania.
PLANADVISER’s John Manganaro recently sat down with CAPTRUST CEO Fielding Miller to talk about growth trends. In the exclusive interview, Miller “describes in detail the firm’s success building scale in the 3(38) fiduciary advice market.”