Cetera Financial Group Announces Commitment to Develop Next Generation Financial Advisor Practice Management Resources with Launch of Connect2Clients® Marketing Platform for Advisors
Cetera Financial Group announces the launch of its comprehensive new Connect2Clients® marketing portal for all of its member broker-dealers and financial advisors. The proprietary new C2C platform will allow advisors to seamlessly develop and oversee ongoing and personalized communications efforts across all available digital channels.
Cetera Financial Group Announces Rollout of Specialized Consulting Resources to Support Advisors in Addressing Clients’ Complex Legal, Tax and Accounting Needs
Cetera Financial Group announces rollout of its Advanced Planning Group’s services to top-tier advisors across the network, representing roughly 10 percent of all Cetera Financial Group-affiliated advisors. The Advanced Planning Group is an in-house consulting resource that supports advisors in addressing clients’ complex financial planning needs.
RCS Capital Corporation Announces Agreement with JMP Securities to Distribute Securities Offerings through Cetera Financial Group, RCAP’s Leading Independent Retail Advice Platform
RCS Capital Corporation (RCAP) and JMP Securities LLC (“JMP”) announces an agreement to provide the over 9,700 financial advisors at Cetera Financial Group, RCAP’s retail advice platform, with the opportunity to participate in initial public offerings and other securities offerings underwritten by JMP.
RCS Capital Corporation announces to enter into an agreement to acquire a majority interest in Docupace Technologies, a pioneer in providing integrated, electronic processing technologies and systems for financial institutions and wealth management firms.
Cetera Financial Group announced that a grant was issued from its charitable foundation, Caring Cetera, to a deserving family within its network of advisors. Caring Cetera is an advisor initiated charitable fund (501c3) created for its advisors and affiliates.
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