Browsing Tag
CAPTRUST
18 posts
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
Retirement advisory firm M&A surged with record deals in 2020 and Q1 2021, highlighting strong buyer demand and growth potential.
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…
Navigating the ‘Retirement Planning to Wealth Management’ Move
"When I go around the country and I talk to retirement-focused advisor firms that we might be interested in acquiring, most of them are trying to figure out how to get into the wealth management business," says CAPTRUST's Rick Shoff. "It's an industry trend that makes complete sense."
Interesting Moves in 401(k) Firm M&A
CAPTRUST's Rick Shoff clues us in on the deals getting done (and not getting done).