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Deals & People June 9, 2011
Mutual of Omaha Forms Alliance with Triad Advisors
Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement
plan solutions.
Reported by PLANADVISER staff
The partnership with Triad is part of Mutual of Omaha Retirement Plans Division’s strategy to build alliances with regional broker/dealers that complement the company’s 401(k) wholesaler distribution model. Triad’s advisers will have access to Mutual of Omaha’s educational opportunities, services, and tools, including The 401(k) Coach Program, fiduciary service programs, and third-party investment comparisons to help demonstrate a commitment to fair and competitive fees.
Triad Advisors, a subsidiary of Ladenburg Thalmann Financial Services Inc., is an independent broker/dealer and Registered Investment Adviser (RIA) headquartered in Norcross, Georgia.