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.
Cetera Financial Group launches truth campaign. The campaign is based on the principle of human psychology known in behavioral finance as loss aversion. As an advisor contemplates a transition, the following questions almost always crop up: Will clients follow me? What kind of support will I get to efficiently move my business?
Cetera Financial Institutions announces an agreement to provide comprehensive wealth management solutions, tools and support to iAB Financial Bank of Fort Wayne, Ind. Through the agreement, iAB Financial Bank’s clients will have access to a broad range of investments, insurance and wealth management solutions.
Cetera Financial Institutions announces an agreement with East West Bank to provide comprehensive wealth management solutions and support across its six-state branch network. The signing of East West Bank represents the third financial institution with more than $20 billion in total assets to sign with Cetera Financial Institutions in a span of six months.
Building on the success of its award-winning advisory program and technology platform, Cetera Financial Group has launched Premier Portfolio Management. The new advisor-directed program supports tactical management and proactive rebalancing across a wide range of account sizes.
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