ATLANTA, Feb. 6, 2017 /PRNewswire/ -- Triad Advisors,
Inc., today announced that it hosted its 13th annual
Alternative Investments Conference from February 2 – 4, 2017. The conference
brought together over 150 attendees, including independent hybrid
advisors and their staff members, sponsor partner firms, and
members of Triad's home office including senior management.
Held at Caesars Palace in Las Vegas,
NV, the event provided the attendees with an opportunity to
network, share best practices, and participate in a wide array of
general meeting and breakout sessions aimed at supporting the
efforts of independent hybrid advisors to utilize retail
alternative investments as solutions for their retail investor
clients.
The conference also included a keynote speech from Byron L. Boston, Chief Executive Officer,
President and Co-Chief Investment Officer at Dynex Capital, Inc.,
who provided in-depth information on how independent hybrid
advisors can best integrate the use of retail alternatives into
their ongoing service on behalf of their clients. Going beyond
alternative asset topics, another keynote address was delivered by
Bradley Nix, Partner at Brand
Chorus, who provided advice on how independent hybrid advisors can
build, refine and manage enduring brands for their own
businesses.
Jeff Rosenthal, President and CEO
of Triad Advisors, said, "We're delighted to have hosted yet
another successful conference supporting the valuable work of
independent hybrid advisors – including investment advisor
representatives operating under our corporate RIAs as well as
advisors who have their own RIA firms – and to focus on how they
can better integrate retail alternative investments into their
businesses."
Mr. Rosenthal concluded, "In today's low-yield environment, in
which many investors continue to face a challenging search for
income, the potential role of alternative assets in retail
portfolios has grown in importance. Given the greater complexity
frequently involved with retail alternatives, we recognize how
essential it is that the advisors we support are equipped with all
the knowledge, tools and resources they need to effectively utilize
retail alternatives in their client relationships."
In addition to the keynote presentations, the conference
featured over 20 speakers on a range of alternative investment
topics, discussing a wide variety of alternative investment
vehicles and opportunities. The conference also included a panel
presented by members of Triad's DOL Task Force providing an update
on the pending implementation of the new DOL ruling and how it may
impact advisors' practices, and another panel on Section 1031
exchanges as they relate to estate planning strategies.
About Triad Advisors
Headquartered in Atlanta, GA,
Triad Advisors, Inc. is a national, independent broker-dealer and
multi-custodial SEC-Registered Investment Advisor (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
seven years in a row by Investment Advisor Magazine), Triad
Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Joseph
Kuo / Matthew Griffes
Haven Tower Group LLC
424 652 6520 ext. 101 / 424 652 6520 ext. 103
jkuo@haventower.com or mgriffes@haventower.com
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SOURCE Triad Advisors, Inc.