Stay up to date on the latest industry insights on fundraising news, searches, personnel changes and more.
November 29, 2022
CAPTRUST Acquires Portfolio Evaluations Inc.
CAPTRUST Financial Advisors has acquired Portfolio Evaluations Inc., based out of Warren, New Jersey. According to a press release, PEI brings “more than $107 billion in assets and several hundred...
With the July 4th holiday weekend behind us, financial advisors and RIA’s made sure they did not let any moss grow under their feet. Here are some of the moves announced over the last few weeks:...
