CAPTRUST Financial Advisors has acquired Stewardship Financial Advisors, which provides estate planning, asset and risk management, tax planning, retirement income planning and investment services to almost 1,000 clients, including individuals, high-net-worth individuals, corporations and charitable organizations.
Community foundations are prioritizing diversity and have put an increased emphasis on considering hiring diverse managers for their portfolios, a new study found.
An organization in the Mid-Atlantic region has issued an RFQ seeking private equity advisors to provide due diligence of funds and direct equity investments as well as strategic planning, portfolio construction and other research.