Advisor Group Welcomes Gallagher's Retirement Plan Consulting Practice To Its Network
New member adds 90 advisors, 50 support staff to independent wealth management network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors, a network of firms that also includes FSC Securities, Royal Alliance Associates Inc., SagePoint Financial, Securities America and Woodbury Financial Services.
Gallagher's Retirement Plan Consulting capabilities are driven by the team's extensive experience, expertise, and credibility with defined benefit and defined contribution clients. A consulting model that combines small firm flexibility with the scalability and depth of a large organization made Gallagher and Triad like-minded and natural partners for delivering holistic financial wellbeing solutions to clients.
"Autonomy was a key factor in our decision to consolidate most of our major business lines, including the more than 2,000 retirement plans we oversee. A hybrid model -- with Gallagher Fiduciary Advisors, LLC, as the RIA and Triad Advisors as the broker-dealer – provides flexibility to grow our financial planning practice," said
"We are thrilled that Gallagher's team recognized Triad's reputation as a leader and pioneer in the hybrid RIA model when they were considering the growing needs of their retirement business practice," said
About Gallagher
Gallagher's Retirement, Investment & Fiduciary Consulting Practices provide retirement, investment advice/consulting and decision-making to institutional investors, which include public and private sector employee benefit plans (including multi-employer plans), charitable institutions, foundations, endowments, labor organizations, state or municipal government entities, hospitals, non-profit organizations, private trusts, and corporations or business entities, high net worth and other individuals. Gallagher Fiduciary Advisors, LLC, is a subsidiary of Arthur J. Gallagher (AJG) & Co. , a global insurance brokerage, risk management and consulting services firm.
Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Securities may be offered through Triad Advisors, LLC ("Triad"), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, Arthur J. Gallagher (AJG) & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.
About Triad Advisors
Triad Advisors is part of Advisor Group, one of the nation's largest networks of independent financial professionals. Headquartered in
About Advisor Group, Inc.
Advisor Group, Inc. is the nation's largest network of independent wealth management firms, serving approximately 10,100 financial advisors and overseeing over $515 billion in client assets. The firm is mission-driven to support the strategic role that advisors can play in the lives of their clients. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way. For more information visit https://www.advisorgroup.com.
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.
Media Inquiries
Haven Tower Group
jkuo@haventower.com or dcutler@haventower.com
424 317 4851 or 424 317 4864
View original content:https://www.prnewswire.com/news-releases/advisor-group-welcomes-gallaghers-retirement-plan-consulting-practice-to-its-network-301522303.html
SOURCE Advisor Group