Media Resources
We invite the public, the investment community and members of the media to learn more about our company through our press releases and resources below.
If you are a member of the media and would like to get in touch with Triad Advisors, please contact us as follows:
Haley Hamilton
Triad Advisors
770.840.0363
haley.hamilton@triad-advisors.com
Joseph Kuo
Haven Tower
206.420.3851
jkuo@haventower.com
Current Press Releases
Triad Advisors and Resources Investment Advisors Announce Recruitment of Retirement Benefits Group
Ladenburg Subsidiary Congratulates Hybrid RIA and OSJ Resources Investment Advisors on Formation of One of the Nation’s Leading Networks of Retirement Plan-Focused Advisors in Affiliation with Retirement Benefits Group.
Hybrid Advisor-Focused Ladenburg Subsidiary raised funds during firm's 2018 National Conference in Boca Raton, Florida. A Warrior's Wish campaign supports financial grants to provide adaptive equipment, tools for hobbies or businesses, and family bonding experiences.
Pennsylvania Firm with Acquisition-Based Growth Strategy and $850 Million in Client Assets Joins Hybrid Advisor-Focused Ladenburg Subsidiary
Triad Advisors Appoints RIA Sales Veteran Michael Gatti as Vice President of Business Development
Hybrid Advisor-Focused Ladenburg Subsidiary Further Strengthens Leadership Team By Bringing On Seasoned Recruiter With Deep Industry Experience.
Triad Advisors Successfully Concludes Annual National Conference, Marks 20th Anniversary Celebration
Hybrid Advisor-Focused Ladenburg Subsidiary Commemorates its Growth During National Gathering in Boca Raton, Florida. Industry Experts Discuss Best Practices and Market Dynamics; Keynote Speaker George Blankenship Shares Insights From His Tenures at Tesla, Apple and Gap Inc.
Hybrid Advisor-Focused Ladenburg Subsidiary Names Hugh Tarbutton Executive Vice President and Chief Operating Officer and Kiliaen Ludlow Becomes Executive Vice President of Operations and Client Services.
Firm Ranks Highly in a Range of Industry Surveys Related to Fee-Based Advisory Assets, Promoting Gender Diversity, Advisor Productivity and More
Triad Advisors Welcomes Pinnacle Private Wealth To Its Broker-Dealer And Hybrid RIA Platforms
Boston-Area Firm Joins Hybrid Advisor-Focused Ladenburg Subsidiary, Bringing More than $750 Million in Client Assets to Triad
Independent Advisory Firm with Approximately $325 Million in Client Assets Joins Hybrid Advisor-Focused Ladenburg Subsidiary to Facilitate Further Strategic Growth
Hybrid Advisor-Focused Ladenburg Subsidiary Helps Add Approximately $100 Million in Client Assets to Affiliated Hybrid RIA Firm
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
Triad Advisors Welcomes Continuum Advisory To Its Platform
Move By Firm With $900 Million in Client Assets Highlights Triad's Expertise in Driving Growth For Hybrid Advisors
Triad Advisors Welcomes GCG Financial To Platform
Leading Independent Financial Advisory Firm With $1.5 Billion in Client Assets Aligns with Triad Advisors to Accelerate Growth Strategy
Triad Advisors Raises Over $36,000 For One Summit At Annual National Conference
The Boston-Based Non-Profit Supports Childhood Cancer Patients Through Experiential Learning with Current and Former Navy SEALs
Triad Advisors Commences 20th Annual National Advisor Conference In La Jolla, California
Event Celebrates Advisor Community's Ongoing Growth and Success Amidst Legendary Setting of Torrey Pines Golf Course
Triad Advisors Recruits Claris Financial To Broker-Dealer And Hybrid RIA Custodial Platforms
Independent Hybrid RIA Firm with Approximately $150 Million in Client Assets Aligns with Triad Advisors to Accelerate Its Growth Strategy
Triad Advisors Concludes Successful 2017 Operations and Technology Conference
Professionals Representing Over 100 Independent Hybrid Advisory Businesses Convene to Learn and Share Best Practices in Subjects Ranging From Compliance to Cybersecurity
Gains High Rankings In Industry Surveys Across Multiple Categories Related to Growth, Expertise and Advisor Diversity
Triad Advisors Concludes Successful Fourth Annual Chairman's Club Meeting
Triad-Affiliated Independent Advisors Come Together to Share Best Practices, Discuss Ongoing Growth Strategies in Uncertain Industry Environment
Experienced Industry Leader Further Strengthens Triad's Compliance Capabilities as Company Looks Ahead to 'Fiduciary Era
Triad Advisors Welcomes Legacy Wealth Partners To Its Hybrid Advisor Broker-Dealer Platform
High-Net-Worth Advisory Firm Based in Southern California Brings Over $190 Million in Client Assets
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
Annual Conference Aimed at Independent Hybrid Advisors Interested in Increasing their Utilization of Retail Alternative Investments
Experienced Leader to Leverage Deep Understanding of Advisors' Needs to Facilitate Expansion of Fee-Based Business
Triad Advisors Raises Over $45,000 For Operation FINALLY HOME At National Conference
Non-Profit Brings Together Homebuilders, the Military and Communities to Custom Build Mortgage-Free Homes for America's Wounded Military Heroes and Widows of Fallen Soldiers
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
Knoxville, Tennessee-Based Independent Advisory Brings $190 Million in Assets to Triad's Specialized Hybrid RIA Entity
Distinguished Idaho-Based Independent Financial Advisory Firm Serving High-Net-Worth and Institutional Clients Brings $627 Million in Client Assets
Triad Advisors Recognized As Top Broker-Dealer Supporting Independent Hybrid Advisors
Firm Also Gains High Marks in Industry Surveys Across Other Categories
Triad Advisors Names Hugh M. Tarbutton, Jr., Senior Vice President Of Business Development
Veteran Wealth Management Executive Brings Extensive Expertise in Project Management and in Developing Investment Advisory Platforms and Products
Independent Financial Advisory from Tennessee's Tri-Cities Region Brings $155 Million in Assets to Triad's Specialized Hybrid RIA Entity
Triad Advisors Welcomes Keeney Financial Group To Its Broker/Dealer And Hybrid RIA Platform
Maryland-Based Independent Financial Planning and Wealth Management Firm Focused on Mass Affluent and High-Net-Worth Clients Brings $350 Million in Total Assets
Triad Advisors Names Nathan M. Stibbs Executive Vice President And Chief Strategy Officer
Newly-Created Position Holds Responsibility for Development and Execution of Strategic Initiatives, Including Advisor Recruiting, Branch Office Expansion, and Advisor Mergers and Acquisitions
Forum Features New Alternative Investment Solutions that Respond to Regulatory Changes and Meet the Needs of the Evolving Investment Landscape
Jeff Rosenthal Named President and CEO of Triad Advisors
Appointment Effective January 1, 2016 - Mark Mettelman, Co-Founder and Current President and CEO, to Remain with Firm as Chairman and Provide Strategic Leadership
Triad Advisors Welcomes Berkeley Capital Partners To Its Broker/Dealer and Hybrid RIA Platform
Georgia-Based Financial Planning Firm Serving Individual and Institutional Clients Brings Over $350 Million in Client Assets
Triad Advisors Raises Over $40,000 At National Conference For Operation Open Arms
Non-Profit Provides Extensive Free R&R Benefits to U.S. Service Men And Women On Combat Leave Or Returning From Duty
Triad Advisors Kicks Off 18th Annual National Conference in Boca Raton, Florida
Significant Increase In Attendance As Advisors Come Together To Share Best Practices, Expand Skills To Enable Growth
Triad Advisors, Inc. Announced Today That It Has Received Extensive Industry-Wide Recognition Across Top Media Trade Surveys
Triad Advisors Congratulates Participants Of Chairman's Club Event
Invitation-Only Meeting Brings Together Top Advisors to Learn, Network and Share Best Practices
Triad Advisors Welcomes Summit Financial Consultants To Its Broker/Dealer And Hybrid RIA Platform
California-Based Independent Advisory Firm Providing High-Touch Service to High-Net-Worth Clientele Brings Approximately $225 Million in Client Assets
Triad Advisors Names Three New Executive Vice Presidents
Jeffrey L. Rosenthal Promoted to EVP and Chief Marketing Officer; Nathan M. Stibbs Promoted to EVP - National Business Development; and Roger Greenway Promoted to EVP - Business Operations Group
Triad Advisors Relocates Into New, Expanded Quarters In Anticipation Of Significant Growth
Relocation into Upscale Commercial Complex Allows Major Technology Upgrade and Enhanced Service for Affiliated Financial Advisors
Connecticut-Based Independent Hybrid RIA Advisory Firm Focusing on Integrated Financial Services Brings Approximately $130 Million in Client Assets
Triad Advisors Raises Over $40,000 For Soldier's Best Friend At National Conference
Soldier's Best Friend Provides Service and Therapeutic Companion Dogs to US Military Veterans with Combat-Related PTSD or Traumatic Brain Injury
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
New Platform Provides Streamlined Regulatory and Compliance Processes, Scalable Growth Tools, and Multi-Custodial Experience to Independent Fee- and Commission-Based Advisors
Triad Advisors Adds Team with $260 Million in Client Assets
South Carolina-Based Wagner Wealth Management Joins Triad's Broker/Dealer and Hybrid RIA Platform
Firm grew 2013 revenue by nearly 30% based on quality of service to affiliated advisors, strength of Hybrid RIA platform
Ladenburg Institute of Women & Finance Kicks Off LIFT Mentoring Program at Miami Event
Sonesta Coconut Grove Hotel
The Ladenburg Institute of Women & Finance kicked off its second annual women advisor symposium Nov. 7-8 with the introduction of its LIFT Mentoring Program that pairs experienced advisors from each Ladenburg broker-dealer with an up-and-coming woman advisor. The institute is a collaborative effort of Ladenburg Thalmann Financial Services and its subsidiaries: Ladenburg Thalmann Asset Management, Securities America, Triad Advisors, Investacorp and Premier Trust.
Triad Advisors Inc. Raises $46,000 for Wounded Veterans at National Conference
Triad Advisors, Inc., announced today at their annual September 25th-28th National Conference at the Mayflower Renaissance Hotel in Washington DC that they have raised over $46,000 in donations from their advisors and partners for The Independence Fund.
Triad Advisors, Inc. Hosts Former Speaker of the House, Newt Gingrich
Mayflower Renaissance Hotel
Triad closed their annual National Conference with an interactive speech from the Honorable Newt Gingrich, Speaker of the House of Representatives 1995-1999. Gingrich, 2012 Republican Presidential Candidate and author of the “Contract with America,” is currently co-host of CNN’s Crossfire. During his closing address, he interwove his extensive knowledge of American history with topical events ranging from the Syrian crisis, to healthcare and financial reform. Mr. Gingrich discussed the challenges that face our nation today as well as how we continue to be seen as the light of freedom for those across the world. He left the audience with a powerful reminder that American ingenuity and persistence will always be our keys to success.
Roger Greenway Promoted to Senior Vice President, Business Operations Group
Roger Greenway has been promoted to Senior Vice President, Business Operations Group.
Triad Advisors, Inc. Ranked #1 Friendliest Broker-Dealer for RIAs Four Years Running
In the June 2013 issue of Investment Advisor Magazine, Triad Advisors, Inc. was ranked the #1 Friendliest Broker-Dealer for RIAs for the fourth year in a row. Triad was placed among the top 25 independent broker-dealers with 83% of reps with their own RIA. That is over 25% higher than the #2 ranking at only 52.3%. Triad was also ranked #3 for Highest Revenue Growth in InvestmentNews and Financial Planning Magazine with an increase of 17.6% from 2011-2012.
Triad Advisors Partners with Sugarloaf Wealth Management
Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS), announced today that Atlanta-based, Sugarloaf Wealth Management has joined Triad as an independent branch office.
Huge Success for Ladenburg Thalmann's Women & Finance Forum
Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS) along with its independent broker dealer subsidiaries, Investacorp, Inc., Triad Advisors, Inc. and Securities America, Inc., today announced highlights of its recently-hosted Ladenburg Institute of Women & Finance symposium, held at the Conrad Hotel in Miami on November 1-2, 2012.
With $11 trillion in multi-generational transfers at stake, Las Vegas fiduciary launches multi-media informational campaign to reinforce the importance of continuity as part of a truly long-term estate plan.
Mark Mettelman Leads Grassroots Effort on Capitol Hill
Mark Mettelman, President and CEO of Triad Advisors, Inc., recently helped lead a grassroots effort on Capitol Hill with the goal of preserving Americans’ access to affordable, unbiased financial advice and protecting consumers. Mark, along with five of Triad’s top advisors, Bob Carson, Jeff Gitterman, Mike Hensley, David Millican and Mark Robare, met with members of Congress and their staffs as part of the Financial Services Institute (FSI) team on June 6, 2012.
Triad Advisors Partners with Karsten Advisors
Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS), announced today that Texas-based, Karsten Advisors has joined Triad as an independent branch office. Founded in 1977, the second generation firm serves select families in the management of their tax and financial affairs. Karsten Advisors manages over $200 million in client assets.
Triad Advisors Hires Amanda Teeple as Junior Due Dilligence Officer
Triad Advisors, Inc. has hired Amanda Teeple as Junior Due Diligence Officer. Amanda, 30, earned her undergraduate degree in Computer Information Systems and International Business from Mercer University in 2002 and her MBA in Business Analysis from Georgia State University in 2007.
Ladenburg Thalmann Financial Services Inc. (NYSE Amex: LTS) and the Financial Services Institute (FSI) today announced that all three of Ladenburg’s independent broker-dealer subsidiaries – Securities America, Triad Advisors and Investacorp – as well as their approximately 2,700 affiliated independent financial advisors are now FSI members for 2012. With the addition of the Ladenburg Thalmann advisors, FSI’s financial advisor membership count is now more than 30,000 financial advisors.
Triad Advisors Ranked #1 In Revenue Growth by Percentage
In the December 26, 2011 issue of Investment News, Triad Advisors, Inc. was ranked #1 in revenue growth by percentage. Triad was placed among the top 50 independent broker-dealers growing at a rate 50.2% in 2010 vs 2009. Triad’s fee revenue grew at rate of 66.4% and revenues from commissions grew 38.2%. Investment News also reported that Triad's average payout per advisor increased by 17.7%.
Triad Advisors Partners With Prestige Wealth Management Group
Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE Amex:LTS), announced today that New Jersey-based, Prestige Wealth Management Group has joined Triad as an independent branch office.
Resources
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