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Financial Times Names 16 CAPTRUST Advisors to Top 401 List

The Financial Times included 16 CAPTRUST advisors in the publication’s annual list 401 Top Retirement Advisors. In the list’s accompanying article, Financial Times’ Loren Fox explains that “applicants were required to advise on at least $50m in DC plan assets and have at least 20 percent of their client assets in DC plans” and that “the qualifying advisors completed a questionnaire about the nature of their practice, their investment recommendations, and more.”

The list included CAPTRUST financial advisors:

To read the article online, please visit


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.




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.

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