06.09.2017 15:00:00

Triad Advisors Commences 20th Annual National Advisor Conference In La Jolla, California

ATLANTA, Sept. 6, 2017 /PRNewswire/ -- Triad Advisors, Inc., the independent broker-dealer focused on hybrid advisors, today announced the launch of its 20th annual National Conference in La Jolla, California. The conference, taking place from Sept. 6 – 9, offers Triad-affiliated advisors from across the country an opportunity to come together with their peers to discuss best practices and strategy for the remainder of 2017 and beyond, as well as to hear from industry-leading strategic partners and members of the Triad Advisors leadership team on the trends, challenges and changes that will shape the industry in the years ahead. The conference will be held at the Hilton La Jolla Torrey Pines, overlooking the renowned Torrey Pines Golf Course. Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services (NYSE American: LTS; LTS PrA).

The conference's keynote speaker will be Mick Ebeling, Founder and CEO of Not Impossible Labs, an award-winning social innovation lab and production company that uses the power of technology to improve the lives of individuals around the world. The conference will also feature a wide array of innovative strategic partners sharing their thoughts and insights on key topics such as "Millennials and the Great Wealth Transfer," "Bringing No Fee and Low Fee Institutional Investments to the Retail Income Markets," "M&A Buying Opportunities" and "Retirement: Better Living through Technology."

In addition, the conference will enable attendees to get to know the Ladenburg Thalmann team and platform in greater depth. Advisors will be able to stop by the Continuity Café to speak with expert Practice Management Consultants for advice on growing their businesses, operating at peak efficiency and much more. The third day of the event will also feature a session on the "Ladenburg Advantage," during which attendees will learn in greater detail how each of the enterprise subsidiaries can help their businesses grow and excel.

As part of this year's conference, Triad Advisors will continue its tradition of supporting charitable organizations in the communities where the conference is held. This year, Triad will encourage attendees to donate to One Summit, a non-profit supporting childhood cancer patients through experiential learning and mentorship with a U.S. Navy SEAL. Triad will set up a booth at the conference to help publicize the work of One Summit and encourage donations to support One Summit's San Diego Climb for Courage program, an indoor rock-climbing event to empower children in their fight against cancer through a curriculum based on the SEAL code.

Jeff Rosenthal, President and CEO of Triad Advisors, said, "We are very pleased to welcome advisors from across the country to the beautiful La Jolla, California  and look forward to helping them gear up for the remainder of the year by reconnecting with their valued peers and partners. As the industry faces unprecedented levels of change from shifts in regulation, technology, demographics and other areas, it is more important than ever to help our advisors maintain close ties to one another, to leadership team members at Triad, to the enterprise and to our strategic partners in order to ensure that they are armed with the insightful and innovative solutions they need to face our industry's continued evolution with confidence."

Mr. Rosenthal continued, "We are also very pleased that our advisors will have extensive opportunities at our National Conference to interact with and learn from the Ladenburg Thalmann team. With Triad's unique capabilities in helping hybrid RIAs achieve their growth goals and the robust independent platform that Ladenburg provides in asset management, fixed income, practice management and much more, attendees at this year's conference will come away with an even better sense of the powerful resources and expertise that are at their disposal to help them build their practices throughout this period of industry change and beyond."

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 eight years in a row by Investment Advisor magazine), Triad Advisors is a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS; LTS PrA). For more information, please visit www.triad-advisors.com.

Media Contact:
Matthew Griffes / Joseph Kuo
Haven Tower Group LLC
424 652 6520 ext. 103 / 424 652 6520 ext. 101
mgriffes@haventower.com or jkuo@haventower.com

 

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SOURCE Triad Advisors, Inc.

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