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Resources Certified for Investment Support Services

September 25th, 2018 | Kaleena Fong

Pittsburgh, PA, September 25, 2018 – CEFEX, Centre for Fiduciary Excellence, LLC, has certified Resources Investment Advisors, Inc., of Overland Park, KS for the provision of fiduciary investment support services in adherence with a standard of excellence. Resources Investment Advisors, Inc. (Resources) is among the first organizations globally to successfully complete this type of independent […]

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Resources Investment Advisors Announces Launch of New Brand and Identity

August 21st, 2018 | Kaleena Fong

During its national conference in August, Resources Investment Advisors (Resources), an SEC-registered investment advisory firm based in Overland, Park announced its new brand and identity. As the firm continues to grow, the goal was to create an impactful message to explain the firm’s collective purpose and differentiators in a consistent and interesting way. What is […]

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Triad Advisors – #1 Independent Advisory and Brokerage for Hybrid RIAs

July 7th, 2018 | Kaleena Fong

Congratulations to Triad Advisors for being named the #1 Independent Advisory and Brokerage for Hybrid RIAs for 9 years running! Resources Investment Advisors, Inc. thanks you for being such a great partner!

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Henderson Wealth Management is the Newest Member of Resources Investment Advisors

June 18th, 2018 | Kaleena Fong

Brett Henderson and Henderson Wealth Management, Inc. have joined its collaborative partnership of independent advisers. Henderson Wealth Management, which is based in Los Angeles, California, adds a second office in California for Resources. 

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Resources is a finalist list for 2018 WealthManagement.com Industry Awards

May 30th, 2018 | Kaleena Fong

Nominated for 401(K) Retirement Plan Support: Service for their Wellness Program Financial Elements

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Resources Investment Advisors, Inc. was named to NAPA’s Top DC Advisor Multi-Office Firms list

May 16th, 2018 | Kaleena Fong

There are 27 offices affiliated with Resources Investment Advisor across the United States. 

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RIA Launches Initiative to Increase Financial Literacy in the Workplace

April 27th, 2018 | Kaleena Fong

Overland Park, Kansas, April 27, 2018 – Resources Investment Advisors, Inc. a collaborative partnership of independent financial advisors based out of Overland Park, Kansas will launch a financial wellness solution called Financial Elements on May 1, 2018. This wellness program is purchased by employers who experience the soft and hard costs of high-turnover, absenteeism and […]

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Industry Vet Joins Vertical Financial Group – Laura Scobee and team move to be a Resources Investment Advisors Partner Firm

April 26th, 2018 | Kaleena Fong

Resources Investment Advisors (‘Resources”), a collaborative partnership of independent advisors, is pleased to announce that Laura Scobee, who was previously associated with The Capital Group, LLC, has joined Tom Parker, David Kover, and Brad Harris as part of Vertical Financial Group. Ms. Scobee and her team are based in St. Louis, Missouri, which will add to Vertical Financial Group’s existing offices in Chicago, Illinois; Valparaiso, Indiana; Naples, Florida; and Overland Park, Kansas.

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