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J Fielding Miller

6 articles

Articles tagged "J Fielding Miller"

J. Fielding Miller's 51-acquistion rollup is now endorsing Riskalyze internally.

Sep 13, 2021

Riskalyze tightens ties to CAPTRUST and its $660 billion in AUA with an access deal and its implicit endorsement

Fresh off signing Mariner Wealth's $40 billion with insider help, the Auburn, Calif., firm formalizes and elevates dealings with the Raleigh, N.C., giant.

Louis Harvey: One of the big things that RIAs had from day one was they could say they always put clients' interests first and now that argument is pretty much shot to hell.

Dec 16, 2017

How Merrill Lynch 'shot to hell' the RIA fiduciary citadel by casting its $7.5 billion fiduciary 401(k) unit as smaller, purer and more future-minded on paper

Despite FAS having fewer 401(k) assets than, for example, a single North Carolina-based RIA, CAPTRUST, the Charlotte-based Bank of America's brokerage unit has created a new competitive threat

J. Fielding Miller: We were talking a big game, and he wanted to see results.

Sep 16, 2014

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

Rush Benton: I was really blown away by the size and scope of the business and the successful private-wealth business hidden within it.

Apr 11, 2013

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

J. Fielding Miller: This has that magic fit.

Jan 9, 2013

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

Phyllis Borzi is poised to continue her mission of protecting 401(k) investors in 2013: "The laws need to keep up."

Jan 4, 2013

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

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J Fielding Miller

Articles tagged "J Fielding Miller"

Riskalyze tightens ties to CAPTRUST and its $660 billion in AUA with an access deal and its implicit endorsement

How Merrill Lynch 'shot to hell' the RIA fiduciary citadel by casting its $7.5 billion fiduciary 401(k) unit as smaller, purer and more future-minded on paper

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

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

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

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

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