Strategy

Mutual Of Omaha Inks Partnership With Triad Advisors

Vanessa Doctor 10 June 2011

Mutual Of Omaha Inks Partnership With Triad Advisors

Mutual of Omaha, the US-based insurance and financial services provider, has signed a strategic alliance with Triad Advisors to bolster sales efforts across its 28 401(k) sales territories.

The partnership is part of the firm's strategy to build alliances with regional broker-dealers that complement its wholesale distribution model. Advisors will then gain access to various key education opportunities, services and tools, such as the 401(k) Coach Program.

Triad is an independent broker-dealer and registered investment advisor based in Norcross and offers wealth management solutions to over 500 advisors across the US. It is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services.

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