Cetera Financial Group Named Advisory Solutions Sponsor Firm of the Year and Honored for Year’s Best Advisory Solutions Marketing Program by the Money Management Institute
Cetera Financial Group announces that it has been named Advisory Solutions Sponsor Firm of the Year and has also received top honors for Advisory Solutions Marketing Program of the Year by the Money Management Institute (MMI), the national association representing the $3.4 trillion managed investment solutions and wealth management industry.
Cetera Financial Institutions announced that its recently introduced SmartWorks Adviser® for Institutions, a best-in-class wealth management technology platform designed by Cetera and customized for financial institution-based advisers, has been awarded the BISA Technology Innovation Award.
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.
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