Cetera Financial Institutions Integrates Web-Based Insurance Portal with Leading Financial Planning Software to Support Advice-Centric Experience Model
Cetera and Cetera Financial Institutions today announced the rollout of enhanced integration features between CFI’s instance of the MoneyGuidePro© financial planning software suite and its web-based insurance purchasing portal.
Cetera Financial Group and Cetera Financial Institutions Welcome Marquette Bank’s Wealth Management Program to Cetera Platform
Marquette Bank joins Cetera Financial Institutions, moving its retail wealth management program to the firm's platform.
Cetera Financial Group Builds on Successful Performance with Launch of Capital Structure Review Aimed at Lowering Capital Costs and Accelerating Growth
Cetera Financial Group announces the launch of a capital structure review with the objective of optimizing its capital structure, lowering costs and maximizing continued investments to drive forward the future of the financial advice profession.
Cetera Financial Group Launches Traditional and Specialty Channels to Enhance Delivery of Advice-Centric Experience for Financial Advisors and Clients
Cetera announces newly-created Traditional and Specialty channels. The six firms comprising its network will be organized under these two channels to help accelerate the ability of each network firm to support Cetera's Advice-Centric Experience for advisors and clients.
Cetera Financial Group and Cetera Financial Institutions Announces New Affiliation with Investors Bank
Cetera Financial Group® ("Cetera" or "the Company")*, a leading network of independent firms supporting the delivery of professional financial advice, and Cetera Financial Institutions today announced that Investors Bank will move its retail wealth management program to the Cetera Financial Institutions platform.
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