Media Resources

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

Triad Advisors Announces Veteran Compliance Executive Bernie Breton Has Joined Company As Chief Compliance Officer

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

Triad Advisors Successfully Concludes 13th Annual Alternative Investments Conference In Las Vegas, Nevada

Annual Conference Aimed at Independent Hybrid Advisors Interested in Increasing their Utilization of Retail Alternative Investments

Triad Advisors Announces That Industry Veteran Mary Flatley Has Joined Company As Vice President, Advisory Services

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 Facilitates Merger Between Summit Financial Consultants And Sorensen Wealth Management

Westlake Village, California-Based Independent RIA Firms Combine to Create Expanded Ensemble Practice with Over $320 Million in Assets

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

Triad Advisors Welcomes Head Investment Partners To Its Broker-Dealer And Triad Hybrid Solutions Multi-Custodial RIA Platform

Knoxville, Tennessee-Based Independent Advisory Brings $190 Million in Assets to Triad's Specialized Hybrid RIA Entity

Triad Advisors Welcomes Pinkerton Retirement Specialists, LLC To Its Broker-Dealer And Hybrid RIA Platform

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

Triad Advisors Welcomes Dunham & Deitel Wealth Management Group To Its Broker-Dealer And Triad Hybrid Solutions Multi-Custodial RIA Platform

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

Triad Advisors To Host 12th Annual Alternative Investments Conference From March 14th-16th In Las Vegas, NV

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 Celebrates Continued Industry Recognition For Growth And Excellence In Supporting Advisors

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

Triad Advisors Welcomes Wealth Management Group of North America To Its Broker-Dealer And Hybrid RIA Platform

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

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

Triad Advisors Launches Triad Hybrid Solutions Providing Benefits of RIA Firm Ownership for Independent Advisors, Without the Same Regulatory Complexity and Costs

New Platform Provides Streamlined Regulatory and Compliance Processes, Scalable Growth Tools, and Multi-Custodial Experience to Independent Fee- and Commission-Based Advisors

Triad Advisors Announces Industry Recognition As Nation's Sixth Fastest-Growing Independent Broker/Dealer

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.