The pandemic presents a trial run of the work-from-home culture.
Raleigh's Captrust is valued at $1.25B after investments from a Chicago private equity firm.
Raleigh's CAPTRUST acquires Boston Advisors' Private Advisory Group, adding 15 employees and $1.5 billion assets under management
North Carolina’s largest money managers reported strong growth in a banner year for investors.
Recruiting financial advisers with experience in retirement planning has helped CapTrust grow at a 22% clip over the last 20 years.