M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
Source: planadviser.com
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CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI...
Source: prnewswire.com
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (PEI). Based in Warren, New Jersey, PEI...
Source: prnewswire.com
CAPTRUST Announces Addition of New Jersey-Based Portfolio Evaluations, Inc.
RALEIGH, N.C., Jan. 14, 2022 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Portfolio Evaluations, Inc. (P...
Source: businessinsider.com
Captrust Acquires $107B Institutional-Focused Firm
Captrust's acquisition of Portfolio Evaluations, Inc., a Warren, N.J.-based firm wis its third such deal with an institutional-focused firm,
Michael Sasso Attila Toth Bellwood Associates Wise Rhino Group Cammack Retirement Group Portfolio Evaluations Inc
Source: wealthmanagement.com
Office Space in 2022: Flexibility Is Key
When most advisers transitioned to fully remote offices in spring 2020, few imagined they’d still be working on how (and whether) to bring staff back two years later.
Source: planadviser.com