Triad Advisors Successfully Concludes 14th Annual Alternative Investments Conference
Hybrid Advisor-Focused Ladenburg Subsidiary Hosts Annual Event in Las Vegas to Provide Advisors with Insight and Education on Retail Alternative Investments as Solutions in Clients' Long-Term Financial Planning
ATLANTA, March 22, 2018 /PRNewswire/ -- Triad Advisors, LLC ("Triad" or "the Firm"), a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) and a leading independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms, today announced the successful conclusion of its 14th annual Alternative Investments Conference, which was held March 19-21 at the Four Seasons Hotel in Las Vegas.
The conference brought together over 150 attendees, including independent hybrid advisors, sponsor partner firms and members of the Triad management team. As always, the event provided participants extensive opportunities to discuss the current landscape for alternative investments, gain insight on the role these vehicles can play helping clients reach their long-term goals, and network and exchange best practices.
Jeff Rosenthal, President and CEO of Triad Advisors, said, "Year after year, Triad Advisors continues to solidify our leading role in the hybrid RIA marketplace by leveraging our thought leadership to help hybrid advisors address the critical questions that matter to them and their clients, and to help them successfully grow their businesses. Our 14th annual Alternative Investments Conference served as another demonstration of our commitment to providing advisors with the knowledge, tools and resources they need to effectively integrate retail alternative investments into their practices in order to better serve their clients and help them work toward their long-term goals."
The conference featured a broad range of general sessions and breakout discussions on key topics including interval funds, commercial real estate, the importance of alternative investments in financial planning, oil drilling programs, compliance considerations and the current regulatory environment.
The keynote address for the event was delivered by Dr. John A. Rhodes, Jr., Ph.D., Vice President of Practice Management for CNL Capital Markets Corp., an affiliate of CNL Securities Corp. Dr. Rhodes, over the course of a decades-long career in both education and financial services, has developed innovative programs to aid financial advisors in building successful businesses and leading productive lives. He shared with attendees his recommended methods for effectively helping them better communicate to their clients the value of the services they provide.
As part of its ongoing commitment to supporting vital charitable causes, Triad was also pleased to use its Alternative Investments Conference as a forum for raising funds and awareness for Hope for the Warriors, a veteran's service organization that provides a full cycle of care to restore self, family and hope to post-9/11 service members, their families and families of the fallen. Attendees at the conference were directed to Hope for the Warriors' fundraising website and gained numerous opportunities throughout the event to support this noble cause. In order to maximize awareness, engagement and donations for Hope for the Warriors from the Triad Advisors community, Triad will be using each of its events throughout the year to support this important organization.
Mr. Rosenthal concluded, "With our strong due diligence and educational capabilities and focus on risk management, Triad continues to be well-positioned to help advisors serve their clients' needs through alternative investment options that offer unique income and diversification benefits, and which frequently enable retail investors to participate in institutional-quality asset markets to which they would not otherwise have access. We thank all the advisors, sponsor partners and thought leaders from across the industry who attended our Alternative Investments Conference this year. We were not only grateful for their participation in helping make this a great event, but were humbled by their outpouring of support for Hope for the Warriors. We look forward to seeing even more members of the Triad community at next year's conference."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a national, independent advisory and brokerage firm as well as a multi-custodial SEC-Registered Investment Adviser (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 firms in the industry (including being named the leading firm for Hybrid RIAs eight years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA). For more information, please visit www.triad-advisors.com.
About Ladenburg Thalmann
Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA) is a publicly-traded diversified financial services company based in Miami, Florida. Ladenburg's subsidiaries include industry-leading independent advisory and brokerage (IAB) firms Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services, as well as Premier Trust, Ladenburg Thalmann Asset Management, Highland Capital Brokerage, a leading independent life insurance brokerage company, Ladenburg Thalmann Annuity Insurance Services, a full-service annuity processing and marketing company, and Ladenburg Thalmann & Co. Inc., an investment bank which has been a member of the New York Stock Exchange for over 135 years. The company is committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. For more information, please visit www.ladenburg.com.
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SOURCE Triad Advisors
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