Triad Advisors Kicks Off National Conference For Independent Hybrid Advisors With More Than 400 Attendees

Annual Conference Organized by Leading Independent Broker-Dealer Features Top Industry Experts, Prominent Keynote Speakers and Specialized Learning Sessions

Includes Charitable Event to Raise Funds and Awareness for Soldier's Best Friend, in Support of US Military Veterans

Sep 15, 2014, 09:15 ET from Triad Advisors, Inc.

ATLANTA, Sept. 15, 2014 /PRNewswire/ -- Triad Advisors, Inc., a leading independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, and a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS), today announced that its annual National Conference opened on Sunday, September 14, 2014 at the Sheraton Wild Horse Pass in Phoenix, AZ.

The 2014 National Conference brings together over 250 Triad advisors, along with industry experts and leading product partners. It provides Triad advisors a forum to hear from Triad senior management and high-profile keynote speakers, receive technology updates, participate in business development sessions and interact with other top advisors.

Mark Mettelman, CEO of Triad Advisors, said, "We are delighted to welcome so many of our advisors from across the country to this year's National Conference. We have assembled a wealth of exciting learning opportunities particularly appropriate to the concerns of the hybrid financial advisory practices we support. Whether advisors have their own RIA firm, or choose to deliver fee- and commission-based client services as an IAR under our other hybrid advisor-focused platforms, we are confident that our conference will provide an effective and enjoyable forum for our advisors to learn from each other and build their professional networks."

The conference opened on Sunday afternoon, September 14, with a general session industry update and a discussion on "The Future of Advice," featuring three of the industry's leading innovators, Mark Mettelman, President & CEO, Triad Advisors, Inc., Dick Lampen, President & CEO, Ladenburg Thalmann Financial Services Inc., and Sanjiv Mirchandani, President, National Financial Services, Fidelity Investments. 

For today, Triad Advisors reported that the conference's headline keynote address will be delivered by veteran journalist and political commentator Tucker Carlson, co-host of the TV news show Fox and Friends Weekend and editor-in-chief of, one of the country's fastest-growing news sites. Carlson will present "A Look at the Obama Administration, Congress and the Future of the Republican Party."

Additional keynote speakers will include Dr. Gerald Buetow, Chief Investment Officer, Innealta Capital, who will speak on Tuesday, September 16th on "The Consequence of Current Economic Policy on Risk Management," and Dr. Kevin Elko, noted sports psychologist, performance consultant, motivational speaker, and author, who will discuss "How to Achieve Greatness at Work and in Life" on Wednesday, September 17.

Other general sessions range from a panel discussion on FINRA and SEC compliance to training on Triad's latest technology offerings. A wide variety of break-out sessions focus on topics from portfolio construction to exploring opportunities in specific market sectors and investment vehicles. 

In addition to these learning opportunities, the National Conference hosts a charitable event to raise funds for Soldier's Best Friend, a Phoenix-based organization that provides US military veterans living with combat-related PTSD or TBI (traumatic brain injury) with service or therapeutic companion dogs, most of which are rescued from local shelters. Through this program, veterans and dogs train together to build a lasting relationship.

Mr. Mettelman concluded, "As a leading independent broker-dealer and early pioneer in the Hybrid RIA marketplace, we understand that engagement with the causes that represent our company values and the concerns of our advisors and their end clients is critical to building the right culture, which in turn helps to spur our continued success. As such, we are proud to raise money for Soldier's Best Friend, which has helped so many deserving veterans to overcome the traumas they have experienced in their selfless defense of our country."

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 and practice management solutions to over 600 advisors nationwide, the majority of whom operate their own Hybrid RIA firms. 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 from 2010-2014 by Investment Advisor Magazine), the company was created expressly around the vision that independent financial advisors are best served when they are empowered with the capability to seamlessly integrate fee- and commission-based services for their end clients. Triad Advisors is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS). For more information, please visit

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SOURCE Triad Advisors, Inc.