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

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.

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 ...

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

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 ...

CAPTRUST Financial Advisors (CAPTRUST) today announced that Wealth Covenant Group (WCG) in Houston, TX has joined CAPTRUST.

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 ...

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