CEO Fielding Miller participated on a panel of industry notables discussing the implications of the DOL's recently released regulations intended to eliminate conflicts of interest for retirement plan sponsors and participants. The panel was part of the agenda at NAPA's 15th Annual 401(k) Summit held in Nashville.
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CAPTRUST recently hosted a webinar about best practices for conducting an advisor RFP and available resources to streamline the process. Whether you are benchmarking your current advisor or conducting a formal advisor RFP, this recording will help you implement the fundamentals of a sound RFP process.
CAPTRUST CEO Fielding Miller was recognized by the Triangle Business Journal in its 2016 CEO of the Year Awards. This award comes as CAPTRUST reaches the end of its initial 10-year strategic plan, a period that has witnessed the firm’s extraordinary growth.
WSJ writer Jason Zweig recently posted a Money Beat column discussing revenue sharing. In his article, Zweig explains the conflict of interest this practice introduces for banks and brokerage firms that distribute mutual funds and the challenges that investors face uncovering information about their practices.
Dallas-based CAPTRUST Financial Advisor Travis Whitten was named to the National Association of Plan Advisors (NAPA) Top 50 under 40 Young Guns list for 2016. Those listed are seen as promising future leaders of the retirement plan advisory business.
CAPTRUST, one of the nation’s leading independent retirement and wealth management firms, announced that Senior Vice President and Financial Advisor Danny Summerlin has been named Advisor Shareholder Partner in recognition of his exemplary record of contribution toward the success of the firm.