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CEO Fielding Miller Featured on Cover of Financial Advisor Magazine

Financial Advisor magazine’s Eric Rasmussen recently sat down with CEO Fielding Miller to talk about CAPTRUST’s focus on retirement plan advisory services and the challenges and opportunities in that specialty market segment. Titled “Capitalizing Beyond 401(k)s,” the article chronicles CAPTRUST’s rise—and Miller’s personal journey—from a start-up practice in the late 1980s to becoming the #1 registered investment advisory firm in the U.S. (according to Financial Advisor magazine, July 2018). The article highlights the strategic decisions made and catalysts encountered along the way that catapulted the firm to national prominence.

To read the full article click here.

About CAPTRUST

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $278 billion in client assets with 38 offices located across the U.S.

Recognition

Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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