The AmeriFlex Group® Continues Affiliation Model With Woodland Hills, CA Office
Shannon Drobny partners with Monarch Wealth® and The AmeriFlex Group®
Confidence in retirement security dropping, inflation not helping: BlackRock study
A crisis of confidence may be brewing among workplace retirement savers, according to a new BlackRock study.
Announcing Successful Launch of the West Denver, CO Chapter of The W Source
The AmeriFlex Group® actively attracts and supports our female financial advisors. The W Source is our signature offering to help our female advisors build a durable stream of referrals.
How to be a winner during this downturn!
During a downturn like the one we’re experiencing now, many advisors seek advice for positioning their practices to win, despite the economic challenges.
The AmeriFlex Group® Releases New Book “Your Transitional Wealth Planner”
The AmeriFlex Group's® President and CEO Outlines Transitional Wealth Planning Benefits for Clients and Advisors in New Book
The Fees Race to the Bottom Can’t be Won
The rapid commodification of the financial advice industry ignores one of its most valuable attributes: personalized guidance.
The Next Recession – Will You and Your Practice Survive?
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?
The AmeriFlex Group® Continues Affiliation Model With Marlton, NJ Office
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.
3 Mistakes to Avoid when Switching Broker-Dealers
If you are one of the many advisors who is thinking about making a broker-dealer change, avoid the following three common mistakes.