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The Advantages of Scale

Small firms are capable of delivering quality service and building trust. While owning a plan advisory business creates a lifestyle opportunity that is appealing to many, it does not eliminate the need to address key issues including succession, realizing value from the business, finding new ways to grow, or simply managing an increasingly complex business.

In ASPPA’s Plan Consultant summer issue, CAPTRUST’s Rush Benton, senior director of strategic wealth, examines what scale means for plan advisors and how scale can be an advantage in managing the four critical business issues every advisory firm must eventually address leadership succession, realizing value, solving for business complexity, and maximizing firm growth. Download attachment below to read the full article.

As leader of CAPTRUST’s private wealth business, Benton 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, 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.

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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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