We are pleased to announce that the Winter 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail next week. If you are interested in receiving VESTED Magazine, please let us know via email.
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.
The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
The survey primarily focused on nonprofits with long-term investment assets between $10 million and $100 million and included more than 150 responses.
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.
“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.