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Tuesday, October 20, 2026The Morning Brief →Sign in
IVV766.67▼ 1.10%SPY771.79▲ 0.28%VOO522.67▼ 0.95%QQQ728.95▼ 1.97%VTI281.03▼ 0.75%IEFA96.53▼ 0.09%GLD382.01▼ 0.18%VEA50.10▼ 5.13%VUG382.92▼ 0.26%IWF125.62▲ 0.18%AGG98.11▲ 0.18%VTV172.16▼ 1.38%XLK189.19▼ 0.65%IJH72.73▼ 0.41%SGOV100.62▲ 0.00%BND73.05▼ 2.74%IJR137.78▼ 0.26%ITOT167.42▼ 0.07%RSP210.26▼ 0.50%VIG194.19▼ 1.95%IWD251.42▼ 0.49%IVW142.36▲ 0.11%VWO46.57▼ 2.68%IWM270.44▼ 1.69%EFA103.55▼ 0.12%VXUS61.85▼ 4.46%VGT582.30▼ 0.72%VO262.71▼ 0.42%
ria

CAPTRUST

RALEIGH, NC
CRD: 175112
In network coverage since August 18, 2026 · 14 stories
$1.2TRegulatory AUMSEC Form ADV · Oct 17
1,841EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 17
Network coverage
move

Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams

Analysts call RIA ownership economics a structural disadvantage the firm can't easily remedy; Ameriprise shares closed down 4.07% on Oct. 19.
book · Oct 19Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review
move · Oct 19Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion
The Close · Oct 17Wells Fargo adds $900 million in recruits; Janney lands $3.3 billion Raymond James team
Features · Oct 17Merrill adds $1.2B UBS team in Santa Fe; Glassel and Fox to join &Partners
Features · Oct 15Captrust adds $3B Truist team; Chris Hoge says equity part of deal
move · Oct 14Hoge moves $3B-asset Truist team to Captrust, citing employee equity
Moves · Oct 14Captrust adds 13-person, $3B Truist team as Hoge cites equity
Moves · Sep 25Ameriprise leaks $9.3 billion as custody platforms win
advisor_note · Sep 25Ameriprise’s retention check is now a recruiting benchmark
M&A · Sep 24RIA deal currency shifts from AUM to cash and retention
Features · Sep 23Vanguard Bought the Last Custody Asset
M&A · Aug 31World Advisors sale rumor marks RPA consolidation's exit phase
exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform
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