Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Retirement Planning > Retirement Investing

$10B Retirement Group Moves From LPL to Triad-Affiliated RIA

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.

Triad Advisors says it has recruited Retirement Benefits Group, a retirement plan-focused advisory firm with over $10 billion in assets under administration.

RBG will affiliate with Triad partner Resources Investment Advisors of Overland Park, Kansas. Resources Investment Advisors includes about 160 advisors serving 2,100 corporate retirement plans with about $36 billion in total assets under management and investor clients with roughly $3 billion in wealth management assets.

Based in San Diego, RBG has 15 affiliated offices and 68 advisors who serve more than 580 retirement plans.

“Firms like RBG that are ready to move to a new stage of growth require world-class infrastructure, a sophisticated understanding of the retirement plan space and a hands-on service model that can accelerate the success of their affiliated advisors,” according to Traid  President and CEO Jeff Rosenthal.

“At Triad, we’re pleased to deliver these strengths, together with the exceptional value-added services and solutions that we can provide through our parent company, Ladenburg Thalmann,” Rosenthal added. “We’re proud to serve RBG, and we look forward to helping drive the firm’s continued success in close collaboration with Resources Investment Advisors.”

After reviewing its options in 2019, “Resources and Triad emerged as the best possible partners to help us bring our future vision for RBG to fruition,” said Sean Ciemiewicz, principal of Retirement Benefits Group, in a statement.

“Our new affiliation with Resources Investment Advisors and Triad Advisors presents our group with opportunities for accelerated growth by providing plan sponsors and plan participants with the support they need to meet their goals,” he explained.

Janet Levaux

@Think_JanetL

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.