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CAPTRUST Featured Prominently at Schwab IMPACT 2017

CAPTRUST is excited to announce its involvement as a multi-session speaker at Schwab’s IMPACT 2017. The annual conference, scheduled for November 14-17 in Chicago, is described as the industry’s largest gathering of experts and forward-thinking advisors, and serves as a venue to explore creative approaches for capitalizing on the industry’s optimism. Primary areas of focus for the event include: firm operations, employee experience, wealth management, client experience, and industry trends.

Scott Matheson, CAPTRUST Managing Director and defined contribution practice leader, will present an educational session on the fiduciary rule and its impact on retirement planning-oriented advisors and their clients. CAPTRUST’s institutional client base of nearly 2,000 fiduciaries paired with Scott’s experience on Capitol Hill as the National Association of Plan Advisors’ Vice Chair of Government Affairs, will provide a unique perspective on the topic for attendees.

In addition, Rush Benton, CAPTRUST Senior Director for Strategic Wealth, will participate on a panel discussing the current merger and acquisitions marketplace and successful strategies that can better prepare advisors for future opportunities. Rush will also offer insight on CAPTRUST’s successful completion of seven such transactions in 2017 as part of its strategic growth focus.

“We are thrilled to be involved with Schwab IMPACT 2017 and the opportunity to present on topics for both wealth and institutionally focused advisors. We’re looking forward to discussing business development, client service, and overall best practices with industry peers,” said Rush Benton. “Given the recent launch of CAPTRUST’s second 10-year strategic plan, this is a great venue for evaluating and discussing trends and opportunities within the marketplace.” 

For media inquiries regarding this press announcement, or to speak to a CAPTRUST spokesperson, please contact:

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CAPTRUST offers a 20-year bedrock of stability to advisory teams looking for a long-term partner committed to industry leadership and leveraging the unique benefits of the RIA model. Ranked the number one RIA in the country for the past two years by Financial Advisor Magazine, CAPTRUST’s partnership approach has proven over time to add substantial value to the client experience, provide firms with leading technology and investment resources, create continuity for owners, and help firms prudently grow their practices. CAPTRUST has completed 27 mergers and acquisitions since 2005.

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $244 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.



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