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Rush Benton Offers Insight on Advisor Acquisitions

On April 22, CAPTRUST Senior Director of Strategic Wealth Rush Benton spoke on a panel regarding advisor acquisitions in Atlanta at the Schwab Insight to Action workshop. This workshop was designed to help advisors plan for eventual business ownership succession. The panel focused on topics such as acquisition process, key points of differentiation, firm valuation, portfolio firm growth, and post-acquisition management. Rush offered his insight on topics including ownership and control structure, operations, and compensation of selling advisors. This event follows his participation in another discussion regarding mergers and acquisitions presented by Fidelity on April 21 in Boston.

As leader of CAPTRUST’s private wealth business, Rush is responsible for growing the firm’s private wealth assets both organically and through acquisition of independent, fee-based registered investment advisors.


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, N.C., 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.



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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