Articles tagged "J Fielding Miller"

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How uncomfortable questions from prospects led a 'small' $12-billion 401(k) advisory RIA to finally say yes after eight years of rebuking overtures from a $120-billion AUA RIA

With the purchase of DCAdvisors, CAPTRUST emerges as a bigfoot player in a consolidation-bound industry

September 16, 2014 — 2:48 AM UTC

Rush 'Rusty' Benton is back in the deal game -- wielding the checkbook and credibility of $85-billion CAPTRUST

The godfather of RIA roll-ups is heading up CAPTRUST's little-known $2.5-billion private-wealth division with plans for hoovering advisors into a non-autonomous framework

April 11, 2013 — 5:30 PM UTC

CAPTRUST wakes up the 401(k) industry by buying $1-billion advisor/recordkeeper that adds the 'magic' to its arsenal

Freedom One's system offers 3(38) fiduciary management that allows the $85-billion Raleigh behemoth a way to take greater control of assets

January 9, 2013 — 5:25 AM UTC

10 most influential individuals in the 401(k) industry affecting RIAs in 2012, Part 2

Executives and lawmakers are leading the charge on a fast-shifting landscape as retirement funds gain increasing importance to an aging US population

January 4, 2013 — 5:10 AM UTC
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