The latest episode of Williams Mullen’s Benefits Companion Podcast features CAPTRUST’s Beryl Ball. Ball offers her expertise on topics such as the selection of good candidates and the importance of fiduciary training for your retirement plan committee.
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The July 2019 issue of Financial Advisor magazine ranked CAPTRUST number one among registered investment advisors (RIAs) making it our fourth year to achieve this distinction. The magazine’s annual survey analyzes several indicators of business success.
PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.
Barry was invited onto the program to discuss the U.S.’s position in the oil industry. In the interview, Barry shares his view that oil producers in the Permian Basin have more advantages than the Organization of the Petroleum Exporting Countries (OPEC) right now, but rising debt levels could present issues.
This month RIA Intel met up with CAPTRUST Defined Contribution Practice Leader Scott Matheson to discuss ways the SECURE Act (Setting Every Community Up for Retirement Enhancement Act) could impact advisors.
CAPTRUST today announced the addition of McQueen, Ball & Associates and Cornerstone Capital Advisors to its growing team. These transactions bring more than $2 billion of client assets to CAPTRUST.