News & Information

The AmeriFlex Group® Secures Strategic Minority Investment from Cambridge

Las Vegas-Based Hybrid to Use Funds to Support Expansion of its SuccessionFully® Platform Investment to Accelerate National Launch and Strengthen the Holistic Succession Planning Tool, Reinforcing Firm’s Position as an...

The AmeriFlex Group® Welcomes 11 Advisors Representing over $1 Billion in Client Assets During Second Half of 2025

Partnership with Cambridge Enables Further Development of SuccessionFully® and Reinforces Firm’s Position as Industry’s Premier Succession Resource LAS VEGAS, Dec. 16, 2025 / — The AmeriFlex Group® (or “the firm”),...

The AmeriFlex Group® Continues Affiliation Model With Next Level Investor’s Redding, CA Office

Lewis Chamberlain and Rowan Chamberlain partner with The AmeriFlex Group® Las Vegas, NV – We are excited to share the great news that Lewis Chamberlain and his daughter, Rowan Chamberlain,...

AmeriFlex Gains Two East Coast Firms

FA Magazine / By Staff

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The AmeriFlex Group Welcomes First RIA-Only Advisor Following Broker-Dealer Transition

Las Vegas, NV – The AmeriFlex Group announced the affiliation of its first RIA-only advisor under its newly expanded affiliation model. This milestone follows the firm’s recent broker-dealer change, which...

The AmeriFlex Group® Welcomes Jacob Reid and Capital Insight Financial Group to its Hybrid RIA from Osaic

Firm Continues Affiliation Model as New Partnership with Cambridge Enhances its Flexibility and Service Offerings LAS VEGAS, Sept. 29, 2025 /PRNewswire/ — The AmeriFlex Group® (“the firm”), a rapidly growing,...

Wealth Managers Must be Prepared to Discuss the Downside of Lower Rates

InvestmentNews / By Gregg Greenberg

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Sell-And-Stay Versus Sell-And-Leave Acquisitions

AdvisorHub / Jeff Nash, Founder & CEO, BridgeMark Strategies

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Welcome to the dog days of summer! Forget about that advisor-client golf game!

InvestmentNews / By Gregg Greenberg

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