ATLANTA, Feb. 23, 2017 /PRNewswire/ -- Triad Advisors,
Inc., the hybrid advisor-focused independent broker-dealer, today
announced that it has recruited Resources Investment Advisors onto
its broker-dealer and custodial platforms. Resources
Investment Advisors is a Super OSJ serving 11 independent financial
advisory practices that collectively support approximately
$5 billion in client assets.
Based in Overland Park, Kansas,
Resources Investment Advisors was established in 1987 as a small,
local advisory firm focused on managing assets, and has grown into
a regional financial services firm that provides independent
financial advisors who support retail clients as well as company
retirement plans on both a fee and commission based basis with a
range of services including practice management, investment
management, technology support and compliance.
Nathan Stibbs, Executive Vice
President, Chief Strategy Officer at Triad Advisors, said, "We're
delighted to welcome Resources Investment Advisors to Triad's
broker-dealer and Hybrid RIA platform. This is a unique
organization that has an impressive track record of growth and is
one of the premier retirement planning providers in the industry.
Their business model combined with Triad's focus on supporting
elite Hybrid advisory firms makes this a very logical
partnership."
Vince Morris, President of
Resources Investment Advisors, said, "At Resources Investment
Advisors, our core purpose is helping people protect their quality
of life. This applies to our clients and our advisors. When looking
for a broker-dealer, we sought out a partner who truly valued
independence, as defined by delivering to advisors the freedom to
make the best decisions for themselves, their businesses and their
clients. At the same time, we also wanted to forge a relationship
with a partner who could not only seamlessly support broker-dealer
and custodial functions, but also provide us with the flexibility
we needed with respect to enabling a broader multi-custodial
approach."
Mr. Stibbs concluded, "At Triad, we see an accelerating trend of
higher-end wealth management firms seeking a broker-dealer partner
that can deliver a broad range of growth solutions while
simultaneously providing a model that is highly entrepreneurial. As
the regulatory environment evolves, we expect this migration to
continue and we feel that Triad, along with Ladenburg Thalmann,
offer the perfect balance of size and scale, without compromising
independence or brand ownership."
About Resources Investment Advisors
Resources
Investment Advisors is an SEC-registered investment adviser that
offers compliance, practice and portfolio management,
technology support, and business development assistance to its
affiliated firms, which include: Bukaty Companies Financial
Services (Overland Park, KS);
Channel Financial (Golden Valley,
MN); Chepenik Financial (Winter
Park, FL); Oakeson Steiner Wealth and Retirement
(Hastings, NE); SHA Retirement
Group (Troy, MI); and SLW
Retirement Plan Advisors (Lafayette,
CA), as well as offices in Spokane, WA; Austin, TX; St. Louis, MO; Fort
Lauderdale, FL. To learn more about the firm, visit
www.bukatyfs.com.
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:
Matthew
Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520, ext. 103 / 424 652 6520, ext 101
mgriffes@haventower.com or jkuo@haventower.com
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SOURCE Triad Advisors, Inc.