RIA logo
MENU

News & Events

Teros Advisors Adds Team Members

April 30th, 2019 | Kaleena Fong

SAN FRANCISCO (April 29, 2019) –  This spring, Nate White, president at Teros Advisors, hired two new employees, Rick Ferguson, a retirement plan advisor, and Marivic Hammond, a retirement plan consultant. Teros Advisors is an independent retirement advisory firm based in San Francisco, formerly known as SLW Retirement Advisors. Teros Advisors affiliates with Resources Investment […]

READ MORE

Two Partner Firms Win ‘Plan Adviser of the Year’

April 1st, 2019 | Kaleena Fong

Two Resources’ Partner firms win 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Chepenik Financial (Large Team Category) Bukaty Companies Financial Services (Mega Team Category) The advisers were honored at the annual PLANSPONSOR/PLANADVISER Excellence in Retirement Awards dinner on March 28. See a list of  2019 winners here. Additionally, two Resources’ Partner firms were 2019 finalists […]

READ MORE

Resources’ Teams Win Three Eddy Awards

March 11th, 2019 | Kaleena Fong

Pensions & Investments awarded 1st place Eddy Awards to Resources Investment Advisors and two partner firms on March 11th, 2019. The Eddy Awards are an annual program recognizing plan sponsors and service providers that exhibit best practices in offering investment and financial education to defined contribution plan participants. The details included in the awards ceremony were listed […]

READ MORE

Four Partner Firms Named as 2019 Finalists

February 27th, 2019 | Kaleena Fong

Congratulations to the four Resources’ Partner firms named as Finalists for 2019 PLANSPONSOR Retirement Plan Adviser of the Year. Channel Financial (Small Team Category) StoneStreet Equity LLC (Small Team Category) Chepenik Financial (Large Team Category) Bukaty Companies Financial Services (Mega Team Category) According to PLANSPONSOR, the 2019  finalists have demonstrated leadership and a commitment to […]

READ MORE

Triad Advisors and Resources Investment Advisors Announce Recruitment of Retirement Benefits Group

January 7th, 2019 | Kaleena Fong

Ladenburg Subsidiary Congratulates Hybrid RIA and OSJ Resources Investment Advisors on Formation of One of the Nation’s Leading Networks of Retirement Plan-Focused Advisors in Affiliation with Retirement Benefits Group Retirement Benefits Group Encompasses 68 Financial Advisors and Staff, Together with Over $10 Billion in Assets Under Administration Atlanta, GA – January 7, 2019 –Triad Advisors, […]

READ MORE

Resources Investment Advisors Expands into New York

January 2nd, 2019 | Kaleena Fong

Robert Goldstein and StoneStreet Eguity are now a Resources Partner Firm. Overland Park, KS – January 3, 2019 – Resources Investment Advisors (“Resources”), a collaboration of investment advisers sharing resources to the benefit of investors, is pleased to announce that StoneStreet Equity became an affiliated firm on October 1, 2018. Based in White Plains, StoneStreet […]

READ MORE

Resources Investment Advisors Affiliates Leading Institutional Consulting Firm, Strategic Retirement Group

January 2nd, 2019 | Kaleena Fong

David Hinderstein and Strategic Retirement Group becomes a Resources Partner Firm. Overland Park, KS – January 3, 2019 – Resources Investment Advisors (“Resources”), a collaboration of investment advisers sharing resources to the benefit of investors, is pleased to announce that Strategic Retirement Group, Inc. (“SRG”) became an affiliated firm on November 2, 2018. Based in […]

READ MORE

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 […]

READ MORE

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 […]

READ MORE

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!

READ MORE

We have Resources.

Let us know how we can work together to reach your goals.