Tag: Triad Advisors
Advisor Group’s Triad Recruits Gallagher’s $6 Billion Retirement Consulting Practice
Triad Advisors, an independent wealth management firm and part of the Advisor Group network, has recruited Gallagher's Retirement Plan Consulting Practice, a team of...
Advisor Group’s Triad Advisors Recruits Father-Son Duo
Advisor Group, a network of independent wealth management firms, has recruited Tor and Tyler Saile, a father-and-son hybrid wealth management practice with offices in...
Advisor Group’s Triad Recruits Two Pennsylvania-Based Wealth Management Practices
Advisor Group, a network of independent wealth management firms, has recruited GL Capital and East Coast Advisory, two wealth management practices based in Pennsylvania...
Triad Recruits $130 Million Hybrid
Triad Advisors, a wealth management firm within the Advisor Group network, has added Professional Planning & Wealth LLC to its corporate registered investment adviser...
Triad Advisors Recruits Former LPL Hybrid
Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Mooney Lyons Financial...
Ladenburg Launches 401(K) Platform for Advisors’ Business Clients
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has launched a fully-bundled 401(k) program that allows its advisors to provide...
Ladenburg Invests in Impact Investing Start-Up Targeting Millennial Investors
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has invested in Newday Financial Technologies Inc., a San Francisco-based startup focused...
Triad Recruits Hybrid RIA from Spire Securities
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Argent Bridge Advisors, a three-advisor firm with...
Ladenburg Names Veteran Executive to Senior Vice President of Enterprise Services
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has appointed veteran industry operations and technology executive David Ballard to the...
Ladenburg Thalmann Launches Advanced Planning Group
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded diversified financial services company, has launched its enterprise-level advanced planning group, comprised of a team...
Triad Recruits Former LPL Retirement Group with $10 Billion in Assets...
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), and Resources Investment Advisors LLC, a wealth management and...
Ladenburg Subsidiary Investacorp Adds Father-Son Team to Platform
Investacorp Inc., an independent advisory and brokerage firm that oversees more than $16 billion in total client assets, has added Wealth Innovations to its...
Triad Advisors Adds $850 Million Team from Wells Fargo
Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has added Stonebridge Financial Group...
Triad Advisors Names Former Colony NorthStar RIA Wholesaler as VP of...
Triad Advisors LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has hired Michael Gatti to serve as vice president...
Ladenburg’s Highland Capital Launches Hybrid Long-Term Care Insurance Desk
Highland Capital Brokerage, an independent life insurance brokerage company and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has launched its new hybrid...
Ladenburg Launches Program to Attract Female College Students to Financial Advisor...
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has launched LIFT University, a program that encourages female college students to...
Ladenburg Chairman Steps Down Amid SEC Allegations
Phillip Frost, chairman of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has stepped down from his role at the company following charges filed by...
Ladenburg Thalmann Subsidiary Acquires Insurance Distribution Business with 3,000 Advisors
Ladenburg Thalmann Annuity Insurance Services LLC (LTAIS), a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK and...
Ladenburg Launches New Succession Planning Platform
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), a publicly-traded financial services company, has launched a new succession, continuity and acquisitions platform for its independent...
Ladenburg Promotes 24-Year Employee to SVP for Organizational and Practice Development
Ladenburg Thalmann Financial Services Inc. (NYSE: LTS, LTSL, LTS PrA, LTSF), a publicly-traded financial services company, has promoted Kirk Hulett, head of Ladenburg practice...
