Displaying 46 results
Captrust confirms more and larger acquisitions on the horizon
With its first taste of PE capital, the $390 billion aggregator is poised for ramped up activity
Captrust lands first PE funding
GTCR's investment reflects a $1.25 billion valuation for Captrust
Captrust strikes again, buys $1.5 billion RIA
Boston Advisors sells its financial advisory business to the big-time buyer of RIAs.
Fielding Miller talks recruiting, 401(k) evolution and fumbles
CAPTRUST CEO discusses acquisitions and recruiting in the retirement space, and his biggest concerns
Benefits of cross-selling are too big for RPAs to ignore
Demand for new revenue sources points to relationships
Captrust acquires Windsor Financial Group
Minneapolis-based RIA manages $515 million in assets.
