ATLANTA, Sept. 7, 2016 /PRNewswire/ -- Triad Advisors,
Inc., the hybrid advisor-focused independent broker-dealer, today
announced the launch of its 19th annual National
Conference in Austin, Texas. The
conference is taking place at the Hilton Austin Hotel from
September 7th through
September 10th.
This year's conference will focus in particular on helping
advisors meet the challenges emerging as a result of recent changes
across the financial advisory industry. More importantly, the event
is aimed to help independent advisors identify opportunities that
will enable them to succeed and thrive within this new environment.
The conference is expected to draw a record attendance of more than
400 Triad-affiliated advisors and strategic partners from across
the United States.
Jeff Rosenthal, President and CEO
of Triad Advisors, said, "Independent advisors today are
unquestionably experiencing a time of turmoil and uneasiness due to
momentous changes – above all on the regulatory front – affecting
our entire industry. These developments will alter the way advisors
define and retool their businesses, and will influence the ways
they structure accounts and invest client assets. Our purpose in
this year's conference – which reinforces the objectives of our
firm in general – is not only to help our advisors weather this
period of uncertainty, but also to help them find and take
advantage of new opportunities and ultimately to grow their
businesses as a result of it."
Over the course of the conference, Triad will provide a broad
array of opportunities to enable advisors to exchange best
practices with their peers, deepen relationships with members of
Triad's Home Office including its senior leadership team, and learn
from industry experts about new practice management tools,
investment solutions and other key topics that will enable advisors
to build their businesses and achieve their growth goals. The
program includes top keynote speakers, seminars, breakout sessions
and opportunities for individual networking and business
development.
"Triad Advisors is especially well-positioned to provide our
advisors with invaluable assistance during this time of rapid
change," Mr. Rosenthal continued. "Both within our firm and by
leveraging the resources of our parent company, we possess the
expertise to evaluate emerging challenges and the talent to create
platforms and solutions that are both appropriate and yet flexible
enough to satisfy the needs of our independent advisors'
individually-distinctive business models. Moreover, because of our
longstanding specific focus on the independent hybrid advisor,
Triad is able to provide the personalized attention and knowledge
that can help our advisors thrive in spite of increased
complexities for the retail financial advice industry as a whole,"
he said.
This year's conference keynote speaker will be Captain
Jerry Linenger, a retired US Navy
flight surgeon and NASA astronaut, who spent nearly five months
aboard the Russian space station Mir during one of the most
dangerous and dramatic missions in space history. In addition to
logging 50 million miles of space flight and being the first
American to perform a spacewalk in a Russian spacesuit, Captain
Linenger experienced numerous life-threatening events, including
the repeated failure of critical life-support systems and the most
severe fire ever aboard an orbiting spacecraft. In 2008, Linenger
was awarded the Distinguished Service Medal, NASA's highest
honor.
As part of this year's conference, Triad Advisors will continue
its longstanding tradition of supporting charitable organizations
that serve and assist members of America's military in the
communities where the conference is held. This year, Triad will
encourage its advisors to donate to Operation FINALLY HOME, a
national, non-profit organization with a unique network of
experienced builders, suppliers, and supporters dedicated to
building homes for wounded, ill or injured veterans, surviving
spouses and their families. In addition to setting up a booth at
the conference to help publicize the work of Operation FINALLY HOME
and encourage donations, Triad will host a 5-kilometer run during
the conference for attendees, staff and strategic partners to raise
additional funds for the cause.
Mr. Rosenthal concluded, "We salute the work of Operation
FINALLY HOME and are delighted to support its laudable efforts. By
bringing together homebuilders, the military and communities to
build custom, mortgage-free homes for America's military heroes and
their widows and families, Operation FINALLY HOME provides a strong
foundation to help these worthy Americans move forward with their
lives. In sum, we look forward to a terrific National Conference,
and to providing our advisors with a beneficial and truly memorable
experience."
About Triad Advisors
Headquartered in Atlanta, GA,
Triad Advisors, Inc. is a national, independent broker-dealer and
multi-custodial SEC-Registered Investment Advisor (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent broker-dealers in the industry
(including being named the leading broker-dealer for Hybrid RIAs
seven years in a row by Investment Advisor Magazine), Triad
Advisors is a wholly owned subsidiary of Ladenburg Thalmann
Financial Services Inc. (NYSE MKT: LTS). For more information,
please visit www.triad-advisors.com.
Media Contact:
Joseph
Kuo / Matthew Griffes
Haven Tower Group LLC
424 652 6520 ext. 101 / 424 652 6520 ext. 103
jkuo@haventower.com or mgriffes@haventower.com
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SOURCE Triad Advisors, Inc.