On January 30, The National Tax-Deferred Savings Association (NTSA) announced CAPTRUST’s Wat Keys, CFP®, CRPS, as one of four 2019 Elite Advisor Award recipients.
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The Triangle Business Journal recently released its list ranking firms by number of licensed financial planners in the Triangle. The list was locally researched and places CAPTRUST in the number two spot.
Seeber was recently included in a Forbes article originally published in Next Avenue, a Twin Cities-based affiliate of PBS. The article focuses on the financial impact that substance abuse can have on savings.
The article discusses consolidation in the advisor market. Additionally, the piece examines the drivers of RIA merger and acquisition transactions and related impacts on the hyper-fragmented retirement plan advisory industry.
“Taxes shouldn’t drive your investment decisions,” said CAPTRUST CIO Kevin Barry during a recent appearance on CNBC. Barry was invited to discuss the risks and rewards of year-end tax-loss selling and the impact tax moves may be having on the markets.
In December, NAPA released the 2019 Top Retirement Plan Advisors Under 40 List. CAPTRUST’s David Cacciabeve, Shaun Eskamani, Patrick Flint, Evan Holmes, Andrew Shimp, and Paul R. Stibich, Jr. were among the 100 advisors named this year.