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.
One of the most valuable marketing tactics available to advisors may be the most overlooked, according to a study from Cetera Financial Group and Business Health, an internationally recognized practice management consulting firm. Cetera’s whitepaper explores the service-model benefits that can come from surveying clients.
Cetera Financial Institutions unveils its newest Guide-to-Growth white paper today, examining financial institutions’ choice between partnering with a broker-dealer or establishing and maintaining an in-house broker-dealer.
Cetera Financial Group announces that PrimeVest Financial Services began operating as Cetera Investment Services, LLC, and will be marketed as Cetera Financial Institutions. The self-clearing firm focuses exclusively on building investment, insurance and advisory solutions for clients of banks and credit unions.
Cetera to Deliver Enhanced Support with Expansion of Advisory and Product Service Structure
Cetera Financial Group is expanding its advisory and product service organizations to enhance guidance, training and individualized support for its advisors. The expansion is highlighted by the addition of new advisory and product sales consultants and the re-engineering of advisor support regions.
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