Page 6 - Rush Benton News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The acquisition furthers Captrust's hold in the retirement plan space, now at over $600B AUA. Captrust continues to deepen its hold in the institutional retirement services market.  Captrust announced Tuesday that it acquired Cammack Retirement Group, a 50-year-old company with $154 billion in assets under administration, bringing Captrust's total retirement plan assets under administration to over $600 billion. “CAPTRUST is coming out of the gates strong in 2021,” said David DeVoe of consulting firm DeVoe & Company in San Francisco, in an email. “After five deals in 2020, t...

Press release content from PR Newswire. The AP news staff was not involved in its creation. CAPTRUST Bolsters Northern California Presence with Addition of Genovese Burford & Brothers February 3, 2021 GMT (PRNewsfoto/CAPTRUST Financial Advisors) GBB was founded in 1987 by Mike Genovese and Lon Burford to provide conflict-free financial advice to individuals and retirement plans. The firm currently has $3.13 billion in assets under advisement for nearly 1,500 clients. In addition to Genovese and Burford, GBB is led by Chief Executive Officer Alex Brown and Partner Kelly Brothers. ADVERTISEMENT...

CAPTRUST Opens Pittsburgh Office with the Addition of PWA Wealth Management News provided by Share this article Share this article RALEIGH, N.C., Jan. 29, 2021 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that PWA Wealth Management (PWA) has joined the growing firm. The Pittsburgh-based team is led by Founder and CEO Joe Scarpo and brings 15 employees, including seven financial advisors, to CAPTRUST. PWA was founded in 2003 and advises on more than $800 million in assets for individuals, small business owners, and institutional clients. The firm provides wealth...

Captrust Buys $3.29B RIA MRA Associates With the acquisition of MRA Associates, Captrust can now offer income and estate tax compliance and consulting services, a new offering for its clients. Captrust Financial Advisors is acquiring MRA Associates, a Phoenix-based investment advisory firm with $3.29 billion in assets under management. It’s the latest deal for the large retirement-focused advisory firm, and will bolster Captrust’s expansion into the wealth management space, according to Rush Benton, senior director for strategic growth at the firm. MRA’s addition will enable Capt...