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Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how “fueled in part by succession planning among older advisers, the registered investment advisory space saw a record 44 mergers and acquisitions during the first quarter of 2017.” So far this year, CAPTRUST has completed five such transactions, and over the past 12 years, CAPTRUST has merged in 26 firms, to the credit of our strong culture and visionary leadership.

In the article, InvestmentNews’ Jeff Benjamin explains that while CAPTRUST CEO Fielding Miller “is aware of the trend of selling as a succession plan, he is more interested in advisers who want to stick around for a while.” In his own words, Miller recounts, “‘Our mantra is, “Don’t sell out, buy in.” We’re looking for people who still have some gas in the tank and are still looking to grow.’” Being recognized yet again as a leader in this space is a testament to the like-minded advisors who join us and contribute to CAPTRUST’s continued success.


CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm represents more than $210 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, and Texas.



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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