Captrust continues to build out its institutional business with its acquisition of Portfolio Evaluations Inc., a Warren, N.J.–based firm with more than $107 billion in AUA, its third significant deal in that market.
Overall, there were 3.3 million, or 7%, more retirees as of October 2021 than in January 2020.
Noncash giving is the way to go.
Despite a possible delay, plans need to work with the existing timing guidelines.