Cetera Financial Group Announces Launch of DataPak™ Service for Bank and Credit Union Clients
Cetera Financial Institutions announces the launch of its consolidated DataPak service offering, which enables closer integration between an institutions’ core operations and their wealth management service offerings through seamless and consistent delivery of customized brokerage data feeds.
Cetera Financial Institutions Congratulates LeAnn Rummel for Induction into the BISA Circle of Excellence
LeAnn Rummel, Executive Vice President and National Sales Manager for Cetera Financial Institutions, has been selected as a Member of the BISA Circle of Excellence for 2014. This prestigious award honors outstanding individual professionals for their commitment to the insurance and securities industry.
Cetera Financial Group today announces significant expansion of its technology leadership team, naming Mukesh Mehta chief information officer and announcing several new executive hires that will help further expand the technology supporting its advisor’s businesses and develop sophisticated new client-facing tools.
Cetera Financial Group partners with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors. The new, custom technology integrates seamlessly into Cetera’s SmartWorks® workstation to complement its existing trading and rebalancing tools.
Cetera Expands Connect2Clients, Enhancing Advisors’ Ability to Surprise and Delight Clients
Cetera Financial Group expands its Connect2Clients® advisor marketing and social media platform, adding Cetera Web Tools and a comprehensive business coaching program. Connect2Clients is a unique program that allows advisors to create, customize, and implement marketing communications campaigns.
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