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Advisors Who Ignore Next-Gen Clients Are Missing Out on Billions

It may be time for firms to adjust fees and hire a junior advisor, according to a new report, or leave billions of dollars on the table.

United statesCaptrust shoffMichael belluominiRick shoffAnand sekharJohn fureyCarson groupMental healthFidelity institutional insightsFidelity investmentAdvisor growth strategiesGen zers

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..

United statesTed burkeMichelle marchionniRick shoffAdvisor groupCammack retirement groupPatriot pension advisorsMidcap advisorsCaptrust financial advisors

CAPTRUST expands in Massachusetts with acquisition of Patriot Pension Advisors

CAPTRUST Financial Advisors has acquired RIA firm Patriot Pension Advisors.

United statesRick shoffBellwood associatesAdvisor groupCammack retirement groupPatriot pension advisorsReynolds investment management

RPA Aggregators Are the Future of the 401(k) Industry

Elite RPA aggregators discussed opportunities and challenges at the WealthManagement EDGE Conference.

Dan renzPeter campagnaJim oshaughnessyRick shoffDick darianJaron carmichaelBrad arendsGallagher national practice leader john jurikRetirement groupWise rhino groupThink tankFab fiveMercer advisorsCreative planningNational practice leader john jurikRetirement engagement

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.

New jerseyUnited statesMichael sassoAttila tothRick shoffAdvisor groupPortfolio evaluations incPortfolio evaluationsPartners attila tothRetirement groupBellwood associatesCaptrust financial advisors

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