Triad Advisors Welcomes Resources Investment Advisors To Broker-Dealer And Custodial Platform
Resources Investment Advisors Serves Over 65 Independent Financial Advisors Supporting Over $5 Billion in Client Assets
Recruitment of Kansas-Based Firm Reflects Increased Demand among Successful Super-OSJ Groups for Triad Advisors Business Model
Feb 23, 2017, 08:00 ET
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.
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SOURCE Triad Advisors, Inc.