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 ...

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

Kathryn McCall, a CFP and financial adviser with CAPTRUST, highlights how individuals previously affected due to shifting ...

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

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The Social Security Fairness Act, recently signed by President Joe Biden, has eliminated the Government Pension Offset and ...

Ameritas Advisory Services LLC boosted its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 10.2% in the fourth quarter, Holdings Channel reports.

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

Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...

CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...

Captrust Financial Advisors has bolstered its footprint in the South with another acquisition in the Lone Star State. The independent wealth giant headquartered in Raleigh, North Carolina ...

RALEIGH, N.C., Jan. 10, 2025 /PRNewswire/ -- CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST. WCG has served a select ...