Triad Advisors, LLC, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., Resources Investment Advisors, LLC have jointly announced the successful recruitment of Retirement Benefits Group (RBG).
RBG, which will continue to support independent financial advisors under its current brand and leadership structure, will affiliate with Resources Investment Advisors, which specializes in supporting independent financial advisors focused on company retirement plans and private wealth management, and which affiliated with Triad in early 2017. In addition to leveraging the platforms and solutions offered by Resources, RBG will also utilize Triad’s independent RIA and hybrid brokerage services, according to a press release. Triad Advisors is an independent advisory and brokerage (IAB) firm supporting independent hybrid financial advisory practices and registered investment advisory (RIA) firms.
Retirement Benefits Group is a retirement plan-focused advisory firm with over $10 billion in assets under administration (AUA) that 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 range of services including plan design, investment monitoring and fiduciary services, as well as private client wealth management. The firm currently serves more than 580 total retirement plans.
Based in Overland Park, KS, Resources Investment Advisors serves approximately 160 advisors across 48 affiliated offices nationwide, 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.