The AmeriFlex Group, a Las Vegas-based, advisor-owned hybrid RIA with approximately $13 billion in client assets, has developed a succession planning tool for advisors to make it simpler and more ...

The AmeriFlex Group, a Las Vegas-based and advisor-owned hybrid registered investment advisory firm, broker/dealer and office of supervisory jurisdiction affiliated with Osaic, ended 2023 more than a ...

The AmeriFlex Group (TAG), an advisor-owned hybrid registered investment advisory firm, broker/dealer and office of supervisory jurisdiction affiliated with Osaic, added 16 advisors and nearly $2 ...

The AmeriFlex Group ®  (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and innovative succession solutions, today announced the national rollout of ...

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a banner year. The firm welcomed 53 new advisers, added $3.4bn in client assets, ...

An Osaic branch has grown to many times its size in just over four years on the strength of recruiting, succession planning and tools for financial advisors. Rather than using the traditional M&A ...

The AmeriFlex Group has expanded its advisor network by welcoming a veteran advisor and his four-person team, who have joined from its former broker-dealer partner Osaic. The move comes as AmeriFlex ...

The AmeriFlex Group has secured a strategic minority investment from Cambridge Investment Research, Inc., strengthening a partnership aimed at one of the profession’s most pressing challenges, ...

With expanding types of affiliation in the broker-dealer world and billions of dollars in assets shifting from brokerage to advisory accounts, firms are racing to keep up. The evolving sector — which ...