The AmeriFlex Group, a Las Vegas-based hybrid RIA, has rolled out a proprietary financial planning solution, AmeriFlex Premier+, that allows advisory firm clients to look at the possible future outcomes that could result from their planning decisions.
The solution generates what-if scenarios related to situations such as retirement, divorce, the death of a spouse, or purchasing or selling a house or a business. AmeriFlex Premier+ also helps advisors provide their clients with customized service.
“For advisors, it’s a cost-effective and scalable solution that drives personalized planning guidance across a diverse client base," Thomas Goodson, AmeriFlex CEO and founder, said in a statement. “For clients, we’ve built a ‘bridge’ to easily envision the outcome of their planning goals.”
In late 2021, AmeriFlex launched SuccessionFlex, a program designed for advisors within five years of retirement. SuccessionFlex lets advisors enter a succession and continuity agreement that includes an option, prior to retirement, to sell 30% to 40% of their current revenue stream to AmeriFlex Group, with no minority ownership discount.
Since it was launched in 2019, AmeriFlex Group has grown to over 100 advisors and more than $6.4 billion in assets under advisement by buying minority stakes in RIAs.
Advisors can set their practice apart and win more business with a powerful graphic describing their unique business and value proposition.
The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.
With $750 million in assets and plans to hire a RIA Growth Lead, Autopilot is moving beyond retail to court advisors with separately managed accounts and integrations with RIA custodians such as Schwab and Fidelity.
Elsewhere on the East Coast, a Boca Raton-headquartered shop has acquired a fellow Florida-based RIA in "a natural evolution for both organizations."
After advising on nearly $700 million in retirement assets, 27-year veteran Greg Mykytyn is bringing his expertise in ESOP and 401(k) plans to the national RIA in Texas.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
