The hybrid model has proven to be a big winner this year for Triad Advisors, the independent broker-dealer owned by Ladenburg Thalmann Financial Services.

The Atlanta-based IBD, which offers advisory firms both a broker-dealer and a fee-based RIA multi-custodial platform, is now closing in on a record $20 million in new revenues  from recruiting this year; the 16-year-old firm joined Ladenburg Thalmann in 2008.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access