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/PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Trutina Financial (Trutina). Trutina is based in Bellevue, Washington,...
Latest addition is also the seventh for the firm so far in 2023.
RALEIGH, N.C., Oct. 30, 2023 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of Column Capital Advisors. Colum...
RIA executives shared tips on mergers and acquisitions at Schwab Impact, starting with "no jerks" when making a deal.
Captrust Financial Advisors closed its sixth acquisition of the year with a deal for Southern Wealth Management, a $2.3 billion Texas RIA.