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Monday, June 05, 2017 | Raleigh, NC

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.

About CAPTRUST

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.

Announcements

VESTED, Summer 2017

We are pleased to announce that the Summer 2017 issue of VESTED, CAPTRUST’s magazine for clients and friends, is now available. Subscribing clients will receive their copies in the mail the week of June 26. If you are interested in receiving VESTED Magazine, please contact your CAPTRUST financial advisor or let us know via email.

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Announcements

Fiduciary Rule Driving Advisor RFP Activity

So far this year, CAPTRUST has received more than 120 advisor requests for proposal (RFPs) from retirement plan sponsors evaluating their current advisory relationships or seeking to hire advisors. This activity level represents the highest volume of RFPs CAPTRUST has experienced since it began formally responding to advisor RFPs in 2002.

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Recognition

Fielding Miller on Curating Success at CAPTRUST

A recent InvestmentNews article explores how the RIA “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 the article quotes CEO Fielding Miller that “‘We’re looking for people who still have some gas in the tank and are still looking to grow.’”

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