Ballentine Partners LLC purchased a new stake in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) during the 4th quarter, ...

CACI International (NYSE:CACI – Get Free Report) was downgraded by analysts at StockNews.com from a “buy” rating to a “hold” rating in a report released on Saturday. Several other brokerages also ...

Wahlen participated in more than 50 M&A transactions during his tenure at Captrust, which he joined in 2018 as a senior associate for recruiting and acquisitions, according to his LinkedIn page. In ...

With deep experience and wide connections, the top-ranked RIA 's latest hire from Captrust extends its streak of strategic executive recruitments.

The Social Security Fairness Act of 2024 removes the Windfall Elimination Provision and Government Pension Offset rules, benefiting nearly 3 million r ...

Kathryn McCall, a CFP and financial adviser with CAPTRUST, highlights how individuals previously affected due to shifting from private to public sector roles will now receive fair compensation without ...

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

From esteemed chefs to lawyers, real estate magnates, entrepreneurs and everyone in between, this is the authoritative guide ...

Teri Parker is a certified financial planner and vice president for the Riverside office of CAPTRUST Financial Advisors. She ...