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CAPTRUST completes Pacific Investment acquisition

CAPTRUST completes Pacific Investment acquisition
CAPTRUST completes Pacific Investment acquisition
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CAPTRUST Financial Advisors has acquired retirement planning and wealth management services firm Pacific Investment Consultants, the company said.
The acquisition adds roughly 60 retirement plans with $700 million in assets under management to CAPTRUST s client roster, a CAPTRUST spokeswoman said Monday. Terms of the deal, which closed Feb. 26, were not disclosed.
The deal follows CAPTRUST s acquisition in January of Cammack Retirement Group, a registered investment advisory firm with more than 170 plan sponsor clients representing nearly 1.3 million participants. It also in January bought Genovese Burford & Brothers Wealth & Retirement Plan Management, a Sacramento, Calif.-based RIA firm with $3.13 billion in assets under advisement. ....

United States , Cammack Retirement Group , Pacific Investment Consultants , Genovese Burford , Retirement Plan Management , ஒன்றுபட்டது மாநிலங்களில் , கேமாக் ஓய்வு குழு , பெஸிஃபிக் முதலீடு ஆலோசகர்கள் , கேனோவெசே பர்போர்ட் , ஓய்வு திட்டம் மேலாண்மை ,

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants
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RALEIGH, N.C., April 1, 2021 /PRNewswire/ CAPTRUST Financial Advisors (CAPTRUST) today announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than $700 million in assets under management (AUM) to CAPTRUST and comes on the heels of the firm adding another Northern California-based team, Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC (GBB).
Based in Folsom, California, PIC provides wealth management and retirement planning to roughly 600 clients. The firm is led by financial advisors Christeen Reeg, Scott Gordon, Bill Altavilla, Debbie Hightower, and Ryan Jantzen, who will join CAPTRUST as principals. The entire PIC team, including four additional team members, will join CAPTRUST. ....

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Retirement plan advisers considering a sale, now might be a good time

For RPAs thinking about selling, there may be no time like the present
Over the past several years, the pace of dealmaking has accelerated, and valuations for desirable RPAs have climbed to earnings multiples that not long ago would have stunned buyers and sellers. That makes the present a very good time to consider becoming part of a larger firm.
April 1, 2021
4
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For successful retirement plan advisers who are experiencing rapid growth, selling the business might be the last thing on their minds but that could be a mistake, said guests at Wednesday’s RPA Valuation Workshop.
Over the past several years, the pace of dealmaking has accelerated, and valuations for desirable RPAs have climbed to earnings multiples that not long ago would have stunned buyers and sellers. ....

United States , Jamie Hayes , Craig Reid , Vince Morris , James Hageney , Arnerich Massena , Don Faller , Dick Darian , Fidelity Investments , Marsh Mclennan , Wise Rhino Group , Aquiline Capital , Brandy Long , Pacific Investment Consultants , Fiduciary First , ஒன்றுபட்டது மாநிலங்களில் , ஜேமி வைக்கோல் , கிரேக் ரீட் , வின்ஸ் மோரிஸ் , தாதா வீழ்ச்சி , டிக் டரின் , நம்பகத்தன்மை முதலீடுகள் , சதுப்பு நிலம் மக்லெந்நந் , பாண்டித்தியம் காண்டாமிருகம் குழு , ரேண்டி நீண்டது , பெஸிஃபிக் முதலீடு ஆலோசகர்கள் ,