In September, InvestmentNews recognized the 50th anniversary of financial planning by honoring a distinguished group of individuals widely viewed as movers and shakers in the industry. This collection of 20 talented and capable professionals helped shape todays financial planning landscape through their innovative ideas or actions.
We are very proud to share that CAPTRUST Chief Executive Officer Fielding Miller was recognized in this listing as a major contributor in the financial planning industry.
The article brings attention to how important integrity has been in Miller’s work to grow the largest retirement plan advisor aggregator focused on the retirement market. The article notes, “A key ingredient of the firm’s early success was the ‘no golf ball rule,’ which was designed to ensure no conflicts could arise when advising clients by enforcing a strict rule against accepting any gifts from money managers or other service providers (not even a golf ball).”
To read the full article, click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $340 billion in client assets with 49 locations across the U.S.