Displaying 5 results
AmeriFlex reaches $11.5B milestone as 2024 provides strong growth
The firm added 16 advisors managing $1.9 billion in the first quarter.
AmeriFlex Group rolls out proprietary planning solution
AmeriFlex Premier+ will allow advisory firm clients to look at possible future outcomes that could result from their planning decisions.
Women advisors’ take on succession planning
Several unique elements affect women advisors' planning, including a greater focus on the established relationships between staff and clients and on the maintenance of culture within their practice.
AmeriFlex RIA acquisition model aims to keep sellers on board
The aggressive startup has plans to acquire more than 300 RIAs within three years, and its model even includes an option to reverse the sale of an RIA.
Firms overseeing $721 million join AmeriFlex
The addition of Pilkington Financial and Planning Resources in Colorado and Summit Financial in California brings AmeriFlex's total assets under administration to more than $5.6 billion.
