Browsing Tag
CAPTRUST
18 posts
MissionSquare Launches SDBAs, $3.8B RIA Joins CAPTRUST
Plus, news from Savvy Advisors, Bluespring Wealth Partners, and Vanguard
Envestnet Names Chief Growth Officer, Morningstar Expands Vanguard Relationship
Plus, news from Empower, Waverly Advisors, CAPTRUST, and more
Financial, Retirement Stress Influences Employee Performance
Even if employees want to engage, many report hurdles that block them from participating in financial wellness resources and advice, CAPTRUST reports
Corporate Roundup: SEC Names IM Director, CAPTRUST Brings in M&A Leader
The latest news from the SEC, CAPTRUST, OneAmerica, Transamerica, Equity Trust, and more
Endeavor Retirement Names Advisor Success Head, The Standard Tops $2B in PEPs
The latest news from Endeavor Retirement, The Standard, Hub International, and more
CAPTRUST Brings in $2B in Twin Deal
A total of 43 new advisors will join CAPTRUST as part of the latest acquisitions
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more
Corporate Roundup: CAPTRUST Acquires $1.3B Firm, IRI Board of Directors
CAPTRUST announces its acquisition of Normann Financial, T. Rowe Price names independent director, and more
CAPTRUST Acquires $2.3 Billion Southern Wealth Management
The deal marks CAPTRUST's third acquisition in Texas and its fifth overall in 2023
CAPTRUST Acquires Omega Wealth Partners
The deal with the Texas-based firm marks CAPTRUST's fourth acquisition in 2023