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

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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.

Phyllis Klein Offers Thoughts at NAPA Conference

CAPTRUST Senior Director Phyllis Klein spoke at the NAPA annual conference in San Diego on March 23 at a workshop on innovation in participant advice. In an article covering the panel, NAPA noted whether it’s one-on-one advice, online modeling, active email campaigns, or other means, advised participants enjoy better outcomes.

Mark Davis Among NAPA Advisor Leadership Award Finalists

The National Association of Plan Advisors (NAPA) announced that CAPTRUST Senior Vice President and Financial Advisor Mark Davis is one of three finalists for its 2015 401(k) Advisor Leadership Award. This award recognizes leadership, innovation, and contributions to the retirement plan industry. The winner will be revealed at the 2015 NAPA 401(k) SUMMIT, March 22-March 24 in San Diego, California.

Triangle Business Journal Fast 50 Includes CAPTRUST at #23

When the Triangle Business Journal announced its annual list of the 50 fastest-growing privately held businesses in the Triangle on November 18, 2014, CAPTRUST weighed in at 23. TBJ Fast 50 winners are selected and ranked based on a formula that counts revenue growth and profitability in the preceding three years (2011-2013).

CEO Fielding Miller, 25 Years Later: The 1989 Rookies of the Year

In 1989, Registered Representative magazine profiled eight rising star "brokers" in the early stages of their careers, including CAPTRUST Chief Executive Officer and Co-founder Fielding Miller. In July 2014, the publication (now called wealthmanagement.com) revisited those same individuals (now called "advisors") for their takes on how the industry has evolved.