PLANADVISER’s July/August cover story focuses on the merger and acquisition activity surging through the retirement plan advisory industry. The piece includes quotes from CAPTRUST Managing Director Rick Shoff and identifies CAPTRUST as a leading aggregator firm.
Shoff provides insight around the firm’s motivation to acquire registered investment advisers and bring the retirement plan and wealth management businesses together. According to Shoff, “there are still few firms that do both really well and do both with scale. That’s what CAPTRUST is seeking to build right now.”
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CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $340 billion in client assets with 42 locations across the U.S.