Partnership will train new talent

OCT 22, 2013
Advisors Ahead LLC and Peak Advisor Alliance are teaming up to bring coaching and other resources to aspiring financial advisers. The partnership will target college students and recent graduates in an effort to help them get a leg up in an industry that needs young talent. The partnership will help established advisers connect with potential newcomers to their firms, said media liaison Marie Swift, president of Impact Communications Inc. It also will provide a number of scholarships to the annual Peak Advisor Alliance Excell Meetings, which feature speakers from the industry. “The partnership is really about connecting supply and demand,” Ms. Swift wrote in an e-mail. “Advisors Ahead will supply the next-generation talent. Peak members have a growing demand for that talent.” In addition, Peak's Digital Fortress online platform will be used for coaching sessions. “Collectively, our two firms hope to provide insight and resources to new financial advisers to accelerate their professional development and provide leverage to existing successful financial advisers,” Ron Carson, founder of Carson Wealth Management and chief executive of Peak Advisor Alliance, said in a statement. “The partnership addresses a growing need for new advisers to join the industry, gain experience and fill the shoes of their predecessors.” Advisors Ahead offers programs to help students procure degrees and find jobs in the financial services industry. [email protected] Twitter: @megandurisin

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave