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Triad Advisors, Resources Investment Advisors recruit Retirement Benefits Group

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Triad Advisors, Resources Investment Advisors recruit Retirement Benefits Group

Triad Advisors LLC and Resources Investment Advisors LLC jointly recruited Retirement Benefits Group, a firm with over $10 billion in assets under administration.

In October 2018, a source told InvestmentNews that Retirement Benefits Group is leaving LPL Financial Holdings Inc. to move to Resources Investment Advisors in January.

Retirement Benefits Group will still support financial advisers under its existing brand and leadership structure.

Resources Investment Advisors became affiliated with Triad Advisors in early 2017.