4 weeks ago
Quarterly Fiduciary Training Series: Part II (Webinar Recording)
The pace of retirement plan lawsuits remains consistently high, reinforcing...
Principal,
Financial Advisor
James joined CAPTRUST in 2011 as senior vice president and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, James served as a vice president for Diversified Investment Advisors and a consultant for Corporate Benefit Advisors, and has worked in the industry since 1994.
4 weeks ago
The pace of retirement plan lawsuits remains consistently high, reinforcing...
1 month ago
Advisor RFPs are often a necessary part of fulfilling your...
1 month ago
Investors entered the opening quarter of 2023 on the edge...
1 month ago
Barron’s recently ranked 22 CAPTRUST advisor teams on the prestigious...