Sell-And-Stay Versus Sell-And-Leave Acquisitions
AdvisorHub / Jeff Nash, Founder & CEO, BridgeMark Strategies
Welcome to the dog days of summer! Forget about that advisor-client golf game!
InvestmentNews / By Gregg Greenberg
The AmeriFlex Group ® Joins Cambridge to Support Intensifying Growth and Enhance Service Experience for Financial Advisors
Rapidly Growing Hybrid RIA Transitions to Cambridge for Greater Flexibility, More Personalized Support and Highly Collaborative Culture between Home Office and Large Enterprises New Partnership
The Advisor Succession Crisis Isn’t Going Away
Wealth Solutions Report / By Michael Madden
The AmeriFlex Group Continues Affiliation Model with Arktos Wealth Management’s Glendale, CA Office
Frank Virgallito, CFP® partners with The AmeriFlex Group® LAS VEGAS – February 12, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their
The AmeriFlex Group Continues Affiliation Model with Denver, CO Office
Robert L. Holland, Jr., CFP partners with The AmeriFlex Group®LAS VEGAS – February 3, 2025 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded
AI Will Wipe Out 80% of Financial Planning Business, Advisor Predicts
Think Advisor / By Jane Wollman Rusoff
The AmeriFlex Group® Continues Affiliation Model With Maes Financial’s Brielle, NJ Office
Susan Maes partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, recently expanded its network of Transitional
The AmeriFlex Group® Continues Affiliation Model With Power Women Investing’s Tucson, AZ Office
Tiana Ronstadt partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of Transitional
Osaic-Affiliated Hybrid Lands Two Teams with Nearly $500m in AUM
Payton Guion / Citywire RIA – The AmeriFlex Group, an Osaic affiliate, has added The Meckenstock Group and another advisor team.
...The AmeriFlex Group® Continues Affiliation Model With Hays, Kansas Based Firm
The Meckenstock Group partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded its network of Transitional Wealth Planners. The Meckenstock...
The AmeriFlex Group® Continues Affiliation Model With Lebanon And Mt. Juliet, Tennessee Offices
Jeff McNaney and Lucas Dancy-Cabeal partner with The AmeriFlex Group® Las Vegas, NV October 27, 2023 – The AmeriFlex Group®, headquartered in Las Vegas, NV recently expanded their network of...
The AmeriFlex Group® Continues Affiliation Model With Pennington, NJ Office
Christina Nash, CFP, Jodi Viaud, CFP and Bill Stolow, CFP partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners....
The AmeriFlex Group® Continues Affiliation Model with Lubbock and Midland, TX Offices
Dennis Wall, Preston Tharp and Wade Cross of Intuitive Solutions, with offices in Lubbock and Midland, TX partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® (TAG),...
Recruitment Roundup: Dynasty, Cetera, Commonwealth, Oppenheimer And More
Chris Latham / Wealth Solutions Report
...The AmeriFlex Group® Continues Affiliation Model with Williamsville, NY Office
Daniel Kautz & Jeffrey Buckley partner with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group® recently expanded their network of Transitional Wealth Planners. With nearly 40 years of...
The AmeriFlex Group® Continues Affiliation Model With Price, UT Office
Van Mays, CFP®, CDFA® Garrett Gibson, CRPC® Van Mays, CFP®, CDFA® and Garrett Gibson, CRPC® partners with The AmeriFlex Group® Las Vegas, NV – The AmeriFlex Group®, headquartered in Las...