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Timely, relevant, and actionable investment perspective, best practices, and planning insights for institutional and wealth management clients from CAPTRUST's Consulting Research Group.

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Changing Currents in the Markets: What Lies Beneath?

Thursday, June 21, 2018

On March 19, the index fell 1.4 percent, pulled down by the weight of Facebook and other tech giants. This shift within the index is just the latest episode, but it highlights an important point for investors. It is important to be aware of how indexes can change over time and consider the impact—and potential risks—to investment portfolios.

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Just Say No to Retirement

Thursday, June 21, 2018

For most of human history, there was no such thing as retirement. Life was short, and most workers kept on working until they could not work any longer. Then came the 20th century. Social Security, pension plans, and a growing leisure industry helped invent retirement to move aging workers out of the way of their younger and, presumably, more productive colleagues.

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Safeguard Your Assets as You Age

Friday, June 15, 2018

Adult children often worry about their parents’ or elderly relatives’ ability to make sound financial decisions as they age. For good reason, as one in five Americans 65 years of age or older are victims of financial exploitation to the tune of $2.9 billion in damages annually.

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Optimizing Your Retirement Plan (Webinar Recording)

Thursday, June 14, 2018

In this webinar, CAPTRUST Defined Contribution Practice Leader Scott Matheson leads a discussion of interesting research findings from trusted sources and insights from CAPTRUST’s annual plan design benchmark study.

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Fiduciary Update | May 2018

Tuesday, May 15, 2018

In this quarter’s Fiduciary Update, CAPTRUST’s Drew McCorkle provides an update on topics such as the DOL striking down the conflict of interest rule, fiduciary process controls, and employer life insurance litigation.

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DOL’s Fiduciary Rule Vacated…Now What?

Tuesday, May 08, 2018

The deadline for the Department of Labor (DOL) to appeal the decision by the U.S. Court of Appeals for the 5th Circuit that the DOL overreached its designated role, has come and gone. An official mandate issued by the court is expected soon.

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