The rapid commodification of the financial advice industry ignores one of its most valuable attributes: personalized guidance.
Somewhere in the not-too-distant future is the next market disruption or recession. What can you do now to protect your clients and the value of your practice?
Brett Straub, CFP®, RICP®, CLU®, ChFC® and Stephanie Wade, AIF®, RICP® partner with The AmeriFlex Group®
The AmeriFlex Group® Welcomes Three Independent Wealth Management Practices Overseeing $721 Million to its Rapidly Growing Hybrid RIA
The addition of these advisors and practices brings The AmeriFlex Group’s total assets under administration to more than $5.6 billion. This expansion builds on the AmeriFlex Group’s recent momentum in California and the Mountain Western region.
If you are one of the many advisors who is thinking about making a broker-dealer change, avoid the following three common mistakes.
The hybrid RIA model provides a way forward for OSJs seeking to redefine their value propositions, regain their relevance in a changing industry and position themselves for long-term growth and success.
Henry (Hank) Kochan partners with The AmeriFlex Group®
The AmeriFlex Group® Launches SuccessionFlex®, A Succession Planning Program for Seasoned Financial Advisors
How An RIA Owner Can Maximize Value: Guidance from Perigon Wealth Management, The AmeriFlex Group, Stifel Independent Advisors
The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. Founded by Tad Lyle and Dustin Carr, their firm “Planning Resources” brings a combined 50+ years in the financial services industry.