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CAPTRUST at the PLANADVISER National Conference

CAPTRUST CEO Fielding Miller and Pensionmark’s Troy Hammond kicked off this year’s PLANADVISER National Conference held in Orlando September 28 through 30. The pair discussed the strategic partnership formed between the two companies earlier this year, the state of the retirement plan advisory industry, and their views on how practices will evolve in the future.

The following day, CAPTRUST Senior Director Phyllis Klein moderated on a session entitled “Surveying Your Clients.” Topics of discussion included: The top questions advisors should ask their clients every year, the costs and benefits of client surveys, the sales aspects of client satisfaction surveys, and more.

Read more on the CAPTRUST and Pensionmark strategic partnership in the press release.

About CAPTRUST Financial Advisors

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, NC, the firm represents over $170 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, Missouri, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Recognition

Announcements

Upcoming Webinar! The Nonprofit Market Has Spoken

Do you want to learn more about the experiences of other nonprofits as they relate to spending, governance, asset allocation, and fundraising? If so, please join CAPTRUST’s subject matter experts for a review of our inaugural market survey’s results.

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Announcements

VESTED, Fall 2018

We are pleased to announce that the Fall 2018 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail this week. If you are interested in receiving VESTED Magazine, please let us know via email.

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