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CAPTRUST Acquires Massachusetts Firm With $567M In Assets

CAPTRUST Financial Advisors announced that it has acquired Aevitas Wealth Management, a Wellesley Hills, Mass.-based firm with $567 million in assets, according to a news release. ....

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Retire-and-Relocate Strategy Can Pay Off for Some Retiree Homeowners

Vanguard Group research showed that individuals intending to pursue such a plan in retirement must understand the risks involved. ....

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CAPTRUST ADDS MASSACHUSETTS-BASED PATRIOT PENSION ADVISORS

/PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Patriot Pension Advisors (PPA) based in Foxborough, Massachusetts.. ....

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CAPTRUST expands in Massachusetts with acquisition of Patriot Pension Advisors

CAPTRUST Financial Advisors has acquired RIA firm Patriot Pension Advisors. ....

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Captrust acquires $107 billion competitor

Captrust Financial Advisors has acquired Portfolio Evaluations Inc., a New Jersey-based retirement firm managing $107 billion in assets. ....

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