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M&A Update: Wealth Management in Focus

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year. ....

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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. ....

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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. ....

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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. ....

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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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