There’s lots of data to show the potential performance and social benefits of ESG investments, but a considerable portion of endowments and foundations still appear to view the category as a leap of faith. Among organizations that use ESG investments, ...

Captrust Financial Advisors announced two acquisitions Wednesday that were completed in late 2021 and added more than $1.5 billion in assets to the Raleigh, North Carolina-based registered investment adviser. Captrust, which added a record 11 firms in 2021, acquired New ...

Captrust Financial Advisors, a Raleigh, North Carolina-based retirement plan specialist that manages and oversees $745 billion in assets, has acquired Portfolio Evaluations Inc., a Warren, New Jersey-based retirement firm managing $107 billion in assets. Portfolio Evaluations was founded in 1992 ...

In its eighth deal of the year, Raleigh, North Carolina-based Captrust Financial Advisors has acquired Rinet Co., a $2.2 billion registered investment adviser that is selling because $2 billion is no longer enough scale in the wealth management space. Founded ...

It seems that there are big winners and losers every decade in the 401(k) market, and the victors in the 2020s are still to be determined. Winners pivot and adapt, leaning into change and not wasting time and energy trying ...

Captrust Financial Advisors has acquired Covenant Multifamily Offices, a Texas-based wealth management firm with more than $2.6 billion in client assets. Covenant, which will be renamed Captrust, has offices in San Antonio, Dallas, and Boerne, Texas, as well as Oklahoma ...

The convergence of wealth and retirement at the workplace is obvious to defined-contribution plan sponsors, providers and RPAs — but that message hasn’t reached wealth managers and RIAs. The workplace seems to be an obvious means to acquire new wealth ...

Retirement giant Captrust Financial Advisors has launched a turnkey program for small retirement plans in conjunction with T. Rowe Price and National Benefit Services. Called Direct Fiduciary, the program outsources administrative and investment fiduciary responsibilities, with Captrust providing Section 3(38) ...

Captrust Financial Advisors, a Raleigh, North Carolina-based registered investment adviser managing $60 billion, has agreed to acquire Ellwood Associates, a Chicago-based firm overseeing $85 billion in assets. The deal, the terms of which were not disclosed, represents Captrust’s first foray ...

Captrust Financial Advisors is adding $2.1 billion under management with the acquisition of Nachman Norwood & Parrott Wealth Management. The addition of the Greenville, South Carolina-based advisory firm marks Captrust’s 50th acquisition over the past 15 years, bringing total assets ...