Wealth Management Group of North America transitions to Trial Advisors Platform

November 21, 2014

On November 18, 2014, PR Newswire reported that Wealth Management Group of North America transitioned to the Triad Advisors broker-dealer and hybrid RIA multi-custodial platform.

On November 18, 2014, PR Newswire reported that Wealth Management Group of North America, LLC (“Wealth Management”) transitioned to the Triad Advisors, Inc. (“Triad Advisors”) broker-dealer and hybrid RIA multi-custodial platform.

Wealth Management oversees client assets of approximately $130 million, as of October 1, 2014.  Triad Advisors is an independent broker-dealer supporting independent hybrid financial advisory practices and registered investment advisory firms, and a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc.

To view the article, please click here.


Categories

Investment Manager Strategic Investments, Transactions