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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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easy, breezy, RFPeasy (Webinar Recording)

Whether you’re benchmarking your current advisor, requesting general information, or conducting a formal retirement plan advisor request for proposal (RFP), this webinar will help you understand and implement the fundamentals of a sound RFP process. 

For this webinar, CAPTRUST leadership cover best practices and discuss real case studies from their experience completing over 1,700 RFPs. You will gain valuable insight on tips and tricks around the preparation, implementation, and decision-making steps that go into completing an advisor RFP.

So, sit back, relax, and check out this recording on how to conduct a foolproof retirement plan advisor RFP. 

 

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Announcements

VESTED, Summer 2019

We are pleased to announce that the Summer 2019 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail shortly. If you are interested in receiving VESTED Magazine, please let us know via email.

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