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Finalist for 401kTV GENIE Awards

August 28th, 2019 | Kaleena Fong

Financial Elements, Resources’ proprietary financial wellness solution, was a finalist for the 401k DC GENIE Awards in the Employee Education & Advice […]

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2nd Annual National Conference

August 5th, 2019 | Kaleena Fong

Resources recently hosted over 300 advisors and industry partners at the 2nd Annual Resources National Conference in Rancho Palos Verdes. […]

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Shane D Dir, AIF and One Strategic Capital, LLC  becomes a Resources Partner Firm.

June 12th, 2019 | Kaleena Fong

Overland Park, KS – June 10, 2019 – Resources  a collaboration of investment advisers sharing resources to the benefit of investors, […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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