Press Releases and Media Resources
In this section, you will find our current press releases, as well as an archive of past press releases.
Triad Advisors welcomes inquiries from the press and media. We are happy to provide information about our organization, as well as to serve as a resource for information about the finance and investment industry. Please contact us at 800-720-4003.
Current Press Releases
Independent Hybrid RIA Firm with Approximately $150 Million in Client Assets Aligns with Triad Advisors to Accelerate Its Growth Strategy
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-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
High-Net-Worth Advisory Firm Based in Southern California Brings Over $190 Million in Client Assets
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
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
Westlake Village, California-Based Independent RIA Firms Combine to Create Expanded Ensemble Practice with Over $320 Million in Assets
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
Firm Also Gains High Marks in Industry Surveys Across Other Categories
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
Maryland-Based Independent Financial Planning and Wealth Management Firm Focused on Mass Affluent and High-Net-Worth Clients Brings $350 Million in Total Assets
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
Appointment Effective January 1, 2016 - Mark Mettelman, Co-Founder and Current President and CEO, to Remain with Firm as Chairman and Provide Strategic Leadership
Georgia-Based Financial Planning Firm Serving Individual and Institutional Clients Brings Over $350 Million in Client Assets
Non-Profit Provides Extensive Free R&R Benefits to U.S. Service Men And Women On Combat Leave Or Returning From Duty
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
Invitation-Only Meeting Brings Together Top Advisors to Learn, Network and Share Best Practices
California-Based Independent Advisory Firm Providing High-Touch Service to High-Net-Worth Clientele Brings Approximately $225 Million in Client Assets
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
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
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
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
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., 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.
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 has been promoted to Senior Vice President, Business Operations Group.
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, 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.
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, 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, 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, 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.
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, 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.
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