MAKING HEADLINES:

How Triad Partners is Shaping the Industry

How Triad Partners is

Shaping the Industry

Latest Features & News

Triad Partners Named to 2026 Inc. 5000, Highlighting Unified Planning Model Driving Advisor Growth

Recognition attributed to Triad’s continued growth and integrated approach to wealth management and insurance planning.

The Real Reason Your Best Prospects Say 'We'll Think About It'

Clients don’t need more convincing. According to New York Times bestselling author Jon Acuff, they need clarity, confidence and trust.

Triad Partners Named Finalist for two ThinkAdvisor 2026 Luminaries Awards

Triad Partners has been named a Finalist in the ThinkAdvisor 2026 Luminaries Awards in two categories: Thought Leader of the Year (Brad Johnson, DBDL Podcast) and RIAs Less than $10B AUM Product or Service Innovation (Triad Wealth Partners).

Triad Partners Makes the 2026 Inc. 5000 List

The Inc. 5000 is the prestigious annual ranking of the fastest-growing private companies in America that exemplify the vital role that entrepreneurial businesses play in driving the U.S. economy.

Most Financial Advisors Are Thinking About AI All Wrong

According to bestselling author Michael Hyatt, AI is not replacing the client-advisor relationship; the opposite is happening.

$2.2bn gatekeeper: Don't pick products just for tax efficiency

Triad Wealth’s Brent Coggins argues that tax efficiency should not be the determining factor when putting together a solid core equity portfolio.

Funds that multiply the stakes of stock bets are more popular than ever — and facing bans overseas

ETFs that allow investors to double, or triple, the daily performance of a stock or index are growing bigger than ever.

Triad Partners Unveils AI Platform Preview at 2026 Founders’ Retreat

Triad to give an early preview of Triad AI, the company’s upcoming platform designed to automate advisor workflows and improve operational efficiency.

Ben Nemtin to Headline Triad Partners' 2026 Do Business. Do Life. Founders' Retreat

Flagship San Diego experience brings together Triad member founders, their families, and a select group of strategic partners for five days of business strategy, leadership, and community.

Triad Wealth Partners' Dani Hampton Named Finalist for Chief Compliance Officer of the Year

Finalists of the 2026 Wealth Management Industry Awards were announced and our own Dani Hampton made the list for Chief Compliance Officer of the Year.

IN THE NEWS

More Features

Investment News RIA Roundup, May 2026

Triad Wealth touts its 5x growth to hit a $2 billion milestone

Triad Wealth CIO: We Want to Introduce More Cyclicality in Our Models

Why Triad Wealth’s CIO is bullish on international markets, precious metals and defined outcome ETFs.

Women Will Lead The Next Decade Of Financial Services

To build firms of true significance, leaders must prioritize empathy, scale elite performance and intentionally design human connection into every part of the business.

The End of 'Spray and Pray:' How RIAs Are Rethinking Prospecting

Effective outreach comes from building community and engaging prospects only after they’ve shown interest, offering something useful before making an ask.

Triad Partners Announces Scale Summit, Building on Momentum from Launch 2026 and Expanded Sales Lab Series

More than 400 advisory leaders to gather for four-day experience focused on creating businesses that elevate performance and quality of life.

Zephyr's Adjusted for Risk: Market Resilience and Investment Innovation

Ryan Nauman and Triad’s CIO Brent Coggins discuss the resilience of equities, stretched valuations, the stability of precious metals, and the rise of innovative investment products

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