Each year, PLANADVISER compiles the Top 100 Retirement Plan Advisers list. This year, CAPTRUST’s Mark Davis and Scott Wertheim were named to the Top 100 list, and CAPTRUST’s Akron team was named to the list’s small team subcategory.
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.
NAPA has launched a new industry list that recognizes Top DC Advisor Teams. The inaugural list, which was compiled by the association’s Nevin E. Adams, features teams with a defined contribution (DC) practice and includes 22 CAPTRUST teams.
NAPA has honored nine CAPTRUST advisors on its 2017 Top Women Advisors list. This list was launched in 2015, and honorees are separated into three categories based on their tenure as a financial advisor or their role within a firm.
CAPTRUST Atlanta was again named to the Atlanta’s 25 Largest Financial Planning and Advisory Firms list. Published by the Atlanta Business Chronicle, this list ranks firms by their total assets under management.
The Financial Times (FT) named 16 CAPTRUST advisors to its annual list of 401 Top Retirement Advisors. To qualify, list “applicants were required to advise on at least $50m in DC plan assets and have at least 20 percent of their client assets in DC plans.”
CAPTRUST Chief Operating Officer Ben Goldstein was recognized by the Triangle Business Journal in its inaugural C-Suite Awards, recognizing the best of the best in corporate leadership in the triangle who have made significant impact on the success of their organizations.