Triad Advisors Kicks Off 19th Annual National Conference In Austin, Texas
Top Industry Event for Independent Hybrid Advisors to Focus on Identifying and Executing on Strategies for Thriving in Today's Rapidly-Changing Industry Environment
Sep 07, 2016, 09:00 ET
ATLANTA, Sept. 7, 2016 /PRNewswire/ -- Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced the launch of its 19th annual National Conference in Austin, Texas. The conference is taking place at the Hilton Austin Hotel from September 7th through September 10th.
This year's conference will focus in particular on helping advisors meet the challenges emerging as a result of recent changes across the financial advisory industry. More importantly, the event is aimed to help independent advisors identify opportunities that will enable them to succeed and thrive within this new environment. The conference is expected to draw a record attendance of more than 400 Triad-affiliated advisors and strategic partners from across the United States.
Jeff Rosenthal, President and CEO of Triad Advisors, said, "Independent advisors today are unquestionably experiencing a time of turmoil and uneasiness due to momentous changes – above all on the regulatory front – affecting our entire industry. These developments will alter the way advisors define and retool their businesses, and will influence the ways they structure accounts and invest client assets. Our purpose in this year's conference – which reinforces the objectives of our firm in general – is not only to help our advisors weather this period of uncertainty, but also to help them find and take advantage of new opportunities and ultimately to grow their businesses as a result of it."
Over the course of the conference, Triad will provide a broad array of opportunities to enable advisors to exchange best practices with their peers, deepen relationships with members of Triad's Home Office including its senior leadership team, and learn from industry experts about new practice management tools, investment solutions and other key topics that will enable advisors to build their businesses and achieve their growth goals. The program includes top keynote speakers, seminars, breakout sessions and opportunities for individual networking and business development.
"Triad Advisors is especially well-positioned to provide our advisors with invaluable assistance during this time of rapid change," Mr. Rosenthal continued. "Both within our firm and by leveraging the resources of our parent company, we possess the expertise to evaluate emerging challenges and the talent to create platforms and solutions that are both appropriate and yet flexible enough to satisfy the needs of our independent advisors' individually-distinctive business models. Moreover, because of our longstanding specific focus on the independent hybrid advisor, Triad is able to provide the personalized attention and knowledge that can help our advisors thrive in spite of increased complexities for the retail financial advice industry as a whole," he said.
This year's conference keynote speaker will be Captain Jerry Linenger, a retired US Navy flight surgeon and NASA astronaut, who spent nearly five months aboard the Russian space station Mir during one of the most dangerous and dramatic missions in space history. In addition to logging 50 million miles of space flight and being the first American to perform a spacewalk in a Russian spacesuit, Captain Linenger experienced numerous life-threatening events, including the repeated failure of critical life-support systems and the most severe fire ever aboard an orbiting spacecraft. In 2008, Linenger was awarded the Distinguished Service Medal, NASA's highest honor.
As part of this year's conference, Triad Advisors will continue its longstanding tradition of supporting charitable organizations that serve and assist members of America's military in the communities where the conference is held. This year, Triad will encourage its advisors to donate to Operation FINALLY HOME, a national, non-profit organization with a unique network of experienced builders, suppliers, and supporters dedicated to building homes for wounded, ill or injured veterans, surviving spouses and their families. In addition to setting up a booth at the conference to help publicize the work of Operation FINALLY HOME and encourage donations, Triad will host a 5-kilometer run during the conference for attendees, staff and strategic partners to raise additional funds for the cause.
Mr. Rosenthal concluded, "We salute the work of Operation FINALLY HOME and are delighted to support its laudable efforts. By bringing together homebuilders, the military and communities to build custom, mortgage-free homes for America's military heroes and their widows and families, Operation FINALLY HOME provides a strong foundation to help these worthy Americans move forward with their lives. In sum, we look forward to a terrific National Conference, and to providing our advisors with a beneficial and truly memorable experience."
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.
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SOURCE Triad Advisors, Inc.
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