The week of September 17, InvestmentNews published a piece highlighting CAPTRUST CEO J. Fielding Miller’s plans to grow the firm’s annual revenue from wealth management to 50 percent.
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CAPTRUST has been recognized on the 2018 Barron’s Top 40 RIA Firms list, which is made up of independent advisory firms. This annual list weighs dozens of qualitative and quantitative components when ranking firms.
Financial consulting firm Morton Wealth Management, headquartered in Greensboro, North Carolina, has joined CAPTRUST's growing team. With this merger, CAPTRUST welcomes seven new colleagues.
Matheson serves as a primary source for an article discussing the fiduciary rule’s lasting impact on how plan sponsors scrutinize rollover advice from advisors, and their increased interest in distribution options tailored to retirees.
Chad Griffeth has joined the firm as a vice president and financial advisor in its Minneapolis office. “We are excited to have his deep experience and proven track record onboard to help us continue to build [our] presence in Minneapolis,” said CAPTRUST Director of Wealth Services, Scott Bruin.
On July 30, Business North Carolina announced its third annual ranking of companies that oversee at least $1 billion in assets. CAPTRUST came in at the top of the list with more than $270 billion in assets.