Recent News

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Advanced Filter

| Raleigh, NC

CAPTRUST’s Rick Shoff Talks to NAPA Net about M&A

CAPTRUST’s managing director of the advisor group, Rick Shoff, contributed to a recent article from NAPA Net the Magazine.

Titled “The Big Get Bigger, The Retirement Plan Advisory Business Enters a Consolidation Phase” and written by Judy Ward, 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.

When asked about the retirement plan advisory business seemingly entering a consolidation phase, Shoff offered these thoughts, “I think that we are at the beginning of it in the retirement space. If it’s a baseball game, a lot of advisory firms feel like they are in the sixth or seventh inning in their evolution.”

To access the full article and read more commentary from Rick Shoff, including what CAPTRUST looks for in an acquisition, click here.


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.



CAPTRUST’s Wes Collins on Financial Wellness at Work

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.

Read More