The article discusses consolidation in the advisor market. Additionally, the piece examines the drivers of RIA merger and acquisition transactions and related impacts on the hyper-fragmented retirement plan advisory industry.
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“Taxes shouldn’t drive your investment decisions,” said CAPTRUST CIO Kevin Barry during a recent appearance on CNBC. Barry was invited to discuss the risks and rewards of year-end tax-loss selling and the impact tax moves may be having on the markets.
In December, NAPA released the 2019 Top Retirement Plan Advisors Under 40 List. CAPTRUST’s David Cacciabeve, Shaun Eskamani, Patrick Flint, Evan Holmes, Andrew Shimp, and Paul R. Stibich, Jr. were among the 100 advisors named this year.
The list, compiled by the National Association of Plan Advisors’ Nevin E. Adams, features teams with a DC practice and includes 25 CAPTRUST teams. When ranked by DC assets under advisement, CAPTRUST teams constitute half of the list’s top 10.
The list, which highlights the nation’s leading retirement plan advisor firms, places CAPTRUST at number three, with more than $203 billion in defined contribution assets under advisement, 2,000 plans, and 5 million plan participants.
The CAPTRUST Community Foundation is honored to provide a grant in the amount of $125,000 to Kidznotes, a music for social change program for young people that includes instrument instruction, choir, orchestra, and band.