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Press releases, company announcements, industry recognition, and news about our activities in the communities we serve.

Press releases, company announcements, industry recognition, and news about our activities in the communities we serve. Use the search box above or filter by category.

CAPTRUST CEO Discusses Fiduciary Rule Fallout

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.

Execute a Foolproof Advisor RFP Webinar Recording

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’s Miller Named to TBJ’s Top CEO List

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 Discusses Revenue Sharing Conflict

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.

CAPTRUST Names New Shareholder Partner

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.