New White Paper Explores Benefits of Integrating Brokerage, Trust and Private Banking Client Experience
Many financial institutions separate brokerage, trust and private banking when serving clients. In its newest Guide-to-Growth white paper, released this week, Cetera Financial Institutions examines the opportunity awaiting banks and credit unions that instead choose to embrace an integrated service approach to enhance the client experience.
Cetera Financial Group has unveiled an enhanced analytics tool that puts the power of customizable reports at advisors’ fingertips, helping them segment their clients and tailor their services more effectively. The new tool is seamlessly integrated within Cetera’s SmartWorks® advisor workstation and substantially expands advisors’ analytic arsenal.
Cetera Financial Group announces that Steve Dunlap will join the company as Executive Vice President, Wealth Management. He will lead the continued strategic development and expansion of Cetera’s wealth management services to deliver on its mission to be the best place for advisors to grow their fee-based business.
Cetera Financial Institutions announces agreement to provide comprehensive wealth management solutions and support, along with the investing tools clients need, to Wells Federal Bank of Wells, Minn.
Cetera Financial Group has launched an unbundled, open architecture solution as part of its fee-based plan sponsor program, which allows advisors who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. This new offering complements the bundled option the firm launched in March of this year.
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