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Top Industry Articles
Compliance
Stimulus Bill Extends Some Provisions of the CARES Act
It also provides a way for retirement plan sponsors to avoid a partial plan termination.
December 28, 2020
Deals & People
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
February 22, 2021
exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Practice Management
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
December 28, 2020
Deals & People
Reverence and GTCR, PE Firm That Backed CAPTRUST, To Buy Wells Fargo AM
The sizable transaction exhibits the continued interest of private equity firms in the advisory and asset management space, while marking 2021 as a year of rapid M&A action that will almost certainly set a new record.
February 23, 2021
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