Captrust Financial Advisors, a Raleigh, North Carolina-based registered investment adviser specializing in retirement plans, has acquired Reynolds Investment Management, a Greenville, South Carolina-based RIA overseeing more than $600 million in assets.
Terms of the acquisition were not disclosed.
Led by Tom Reynolds, the firm’s eight employees will be joining Captrust and working under its brand, the company said in a press release Thursday.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
