Browsing Tag
CAPTRUST
12 posts
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
CAPTRUST Acquires $5.8B RIA Firm
The deal marks the first acquisition for CAPTRUST in 2023 and the 64th since 2006
CAPTRUST’s Mike Webb on Toxic Phrases to Avoid and a Surprisingly Successful Niche
We all know the dangers of using too many industry buzzwords, but Mike Webb of CAPTRUST found some surprises when doing his own research.
May Top Advisor by Participant Outcomes (TAPO)—Mike Webb
DC Plan Divine Intervention HE’S ON A MISSION from God. We asked Mike Webb one question, and he…
CAPTRUST Launches ‘MEP/PEP Alternative’ for Smaller Employers
CAPTRUST’s Jennifer Doss described the new platform and partnership with T. Rowe Price and National Benefit Services
Busiest Period in Retirement Advisory Firm M&A History
Full-year 2020 and the first quarter of 2021 was the busiest period in the history of retirement advisory…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…