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Knowledgebase for Advisors

Recent news, updates and advice from our blog for financial advisors and business owners.
30B team joins UBS
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The latest from our podcast series for financial advisors

Creating Sustainable Scale: How CAPTRUST’s Unique Model Drives Enormous Growth and a $1B+ Valuation

When it comes to growth through acquisition, Rush Benton Senior Director of Strategic Growth at CAPTRUST – the $1.25B RIA firm – knows his stuff. In this podcast episode, he and Louis Diamond have a spirited conversation around their extraordinary growth—that is, from $400mm in AUA to $400B in just two decades. Rush shares the CAPTRUST growth methodology, achieving what he calls “sustainable scale,” plus opportunities and challenges facing all financial advisors and much more. play Listen…

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30B team joins UBS
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