The AmeriFlex Group, a Las Vegas-based, advisor-owned hybrid RIA with approximately $13 billion in client assets, has developed a succession planning tool for advisors to make it simpler and more ...

LAS VEGAS, Dec. 16, 2025 /PRNewswire/ -- The AmeriFlex Group® (or "the firm"), an advisor-owned hybrid RIA recognized for its planning-first approach and innovative succession solutions, today ...

The AmeriFlex Group, a Las Vegas-based and advisor-owned hybrid registered investment advisory firm, broker/dealer and office of supervisory jurisdiction affiliated with Osaic, ended 2023 more than a ...

SAN CARLOS, Calif., March 3, 2025 /PRNewswire/ -- XP Health, a healthcare technology company bringing a digital-first approach to reimagining every aspect of vision care, announced a partnership with ...

The AmeriFlex Group has expanded its advisor network by welcoming a veteran advisor and his four-person team, who have joined from its former broker-dealer partner Osaic. The move comes as AmeriFlex ...

An Osaic branch has grown to many times its size in just over four years on the strength of recruiting, succession planning and tools for financial advisors. Rather than using the traditional M&A ...

The self-proclaimed ‘home of hybrids’ has picked up advisors managing almost half a billion dollars for Osaic. The AmeriFlex Group, owned and operated by its advisor members and partners is the new ...

Aflac Incorporated (NYSE:AFL) is one of the most profitable value stocks to invest in right now. On December 16, Mizuho ...

The AmeriFlex Group, a fast-growing hybrid RIA known for its innovative financial planning solutions, closed 2024 with a banner year. The firm welcomed 53 new advisers, added $3.4bn in client assets, ...

Snowden is a graduate of UC Santa Barbara. He spent a number of years in the wine industry as part of his family’s vineyard before obtaining a master’s in business from Pepperdine University. For the ...