Displaying 46 results
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
Captrust M&A head Benton reveals departure plans
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Fintech Pontera partners with Captrust
Deal with RIA giant will provide financial advisors with more advanced tools to manage client assets held in retirement plans.
Controlling the controllables
Veronica Karas, advisor at Captrust, explains why financial planning comes first.
Captrust acquires $770M Texas RIA
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
Captrust picks up $1.1B RIA Trutina Financial
The firm has added about $14 billion in assets this year through eight acquisitions.
Captrust adds Normann Financial
The Sanford, North Carolina-based firm oversees $1.3 billion in assets.
Firm with $1.4B AUM marks milestone 70th deal for Captrust
Latest addition is also the seventh for the firm so far in 2023.
Women advisors are leading through collaboration
Several women advisors talk about their work and the support they get from other women advisors ahead of the Women Advisor Summit on Nov. 8.
RIA M&A surges back in the third quarter: Report
The marketplace for registered investment advisors saw 'a rebound to levels of deal activity not seen since early 2022,' according to Echelon Partners.
Carlyle takes stake in Captrust
After GTCR's 2020 deal for a portion of the RIA, additional private equity money will help the firm continue its buying streak.
Captrust acquires $2.3 billion Southern Wealth Management for fifth deal this year
This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.
Captrust acquires Minnesota firm managing $770 million
Minnetonka-based QA Wealth Management specializes in working with Big 4 tax, audit and consulting professionals,
Pursuit of scale pushes $5.8 billion Monroe Vos into welcoming arms of Captrust
The co-founder of the Houston-based registered investment advisor said $6 billion in size isn't what it used to be.
Captrust expands Nashville footprint with $2.3 billion deal
TrustCore marks Captrust's second acquisition in Nashville and the firm's 63rd deal since 2006.
As financial markets dampen RIA valuations, buyers get creative with deal structures
A report from DeVoe & Co. shows dramatic drop-off in fourth-quarter deals, but the biggest buyers say they are as busy as ever.
Captrust adds $900 million in pension assets with acquisition of Patriot Pension Advisors
The deal for the Massachusetts firm marks the 59th acquisition for Raleigh, North Carolina-based Captrust.
Captrust adds $600 million RIA in South Carolina
Reynolds Investment Management’s eight-person team will work under Captrust’s brand.
Captrust rejoins the M&A game with $4 billion deal
The addition of Frontier Wealth Management marks the first acquisition of 2022 for Raleigh, North Carolina-based Captrust.
Institutions not totally sold on ESG performance
Less than half of organizations that use ESG investments say that including them helps performance, a survey found.
