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.
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.
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.
On Wednesday, August 1, Triangle Business Journal named 50 local businesses as its Best Places to Work for 2018. This will be the fifth time CAPTRUST has been honored with making the Journal’s list.
CAPTRUST's John Curry is the lead source for an FA Magazine article by Chris Robbins that discusses the importance of media relations, centers of influence, advertising, community involvement, and social media to grow your business.