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CAPTRUST Expands New England Presence with Boston Financial Management

CAPTRUST Expands New England Presence with Boston Financial Management

November 15, 20244 min

CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....

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by BusinessWire

Synovus names new chief credit officer

Synovus names new chief credit officer

November 14, 20245 min

Anne Fortner promoted to EVP, chief credit officer; Bob Derrick to retire

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1 in 4 Millennials Using Crypto to Fund Retirement- Investopedia

Crypto Currencies

1 in 4 Millennials Using Crypto to Fund Retirement- Investopedia

April 5, 20225 min

A new survey from Investopedia (www.investopedia.com) found financial literacy education needs a major overhaul to keep up with dramatic generational shifts in investing and retirement planning. Ahead of Financial Literacy Month this April, the Investopedia 2022 Financial Literacy Survey asked 4,000 U.S. adults—1,000 each from Gen Z, Millennial, Gen X, and Boomer generations—about their financial know-how, habits, worries, and retirement plans. The results show many younger Americans are banking on riskier assets to pay for earlier retirements,...

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Anchor Loans Co-Founder Jeff Lipton Retiring From Board Of Directors

Anchor Loans Co-Founder Jeff Lipton Retiring From Board Of Directors

July 11, 20194 min

Anchor Loans, the nation's leading provider of financing to fix-and-flip entrepreneurs announced today the retirement of the Company's Chairman of the Board of Directors, Jeff Lipton.

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