Articles tagged "CAPTRUST Financial Advisors"


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After storming PIMCO, Dan Seivert puts LA on RIA map with high-aptitude Summit

Appropriating the bond giant's Newport Beach headquarters was a masterstroke that took the investment banker's 'deal' event to an RIA MBA cram course

September 22, 2017 — 9:51 PM UTC

Grandaddy $220-billion RIA 401(k) roll-up books new $20-billion deal but may have bought its way out of a growth plan

CAPTRUST did 26 deals in 10 years and finally the firm's old 'friend-enemy' partner, CapTrust was one of the few needle-movers left to make its last 10% inorganic AUM leap

September 11, 2017 — 9:45 PM UTC

How Bill Hamm is turning a $10 billion-plus loss of 401(k) assets into a revenue-neutral, neural-neutral experience

After cleaning up his compliance act with an LPL assist, the head of Independent Financial Partners is fighting back

April 10, 2015 — 7:48 PM UTC

Why the 'naked fear' from a Yale law professor's letters to 401(k) plan sponsors is still present

The threatening, finger-pointing nature of the epistles drew the blood, the lack of a remedy to the attack from New Haven keeps the wound from healing

August 1, 2013 — 5:49 PM UTC

Rush 'Rusty' Benton is back in the deal game -- wielding the checkbook and credibility of $85-billion CAPTRUST

The godfather of RIA roll-ups is heading up CAPTRUST's little-known $2.5-billion private-wealth division with plans for hoovering advisors into a non-autonomous framework

April 11, 2013 — 5:30 PM UTC
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