Triad Recruits Former LPL Retirement Group with $10 Billion in Assets Under Administration
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), and Resources Investment Advisors LLC, a wealth management and retirement plan-focused hybrid RIA and OSJ firm, have recruited Retirement Benefits Group.
Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), and Resources Investment Advisors LLC, a wealth management and retirement plan-focused hybrid RIA and OSJ firm, have recruited Retirement Benefits Group. The group was previously affiliated with LPL Financial, with Independent Financial Partners serving as its OSJ.
Retirement Benefits Group is a retirement plan-focused advisory firm with more than $10 billion in assets under administration, which includes fee-based advisory, brokerage and plan-based client assets. The firm currently serves more than 580 total retirement plans.
The group provides consulting services and guidance to retirement plan sponsors through its headquarters location in San Diego and 15 affiliated offices nationwide. The firm’s 68 advisors and staff provide a comprehensive range of services including plan design, investment monitoring and fiduciary services, as well as private client wealth management.
Retirement Benefits Group’s new OSJ, Resources Investment Advisors, serves approximately 160 advisors across 48 affiliated offices, who collectively advise more than 2,100 corporate retirement plans with approximately $36 billion in total assets under management. The group’s advisors also have more than $3 billion in total client assets through their wealth management operations. Resources affiliated with Triad in early 2017.
“Last year served as a strategic inflection point for Retirement Benefits Group to take a fresh look at the firms we work with to create the best possible combination of culture, high-touch service, retirement plan expertise and immediate access to the tools and resources our advisors expect,” said Sean Ciemiewicz, principal of Retirement Benefits Group. “After a comprehensive review, Resources and Triad emerged as the best possible partners to help us bring our future vision for RBG to fruition.”
Retirement Benefits Group will continue to support independent financial advisors under its current brand and leadership structure.
Headquartered in Atlanta, Triad Advisors is an independent advisory and brokerage firm as well as a multi-custodial registered investment adviser. The company provides a comprehensive platform of products, trading and technology systems, as well as customized wealth management solutions.
