Cetera Financial Group Advances Development of Advice-Centric Experience Strategy with Appointment of Michael Ragunas as Chief Information Officer
Cetera Financial Group (“Cetera” or “the Company”)*, a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans, today announced the appointment of veteran technology leader Michael J. Ragunas as Chief Information Officer for the Company.
Cetera Financial Institutions Introduces Insurance-Focused Portal for Bank and Credit Union-Based Financial Advisors and Clients
Cetera Financial Group® ("Cetera")*, a leading network of independent firms supporting the delivery of professional financial advice through trusted financial advisors and financial institutions, and Cetera Financial Institutions (“CFI”) today announced the launch of a new portal designed for CFI-affiliated advisors and clients to streamline and simplify the process of identifying and purchasing insurance solutions.
Cetera Financial Group Advances Development of Advice-Centric Experience Model with Revolutionary Facial Recognition Software Solution for Financial Advisors and Clients
Cetera Financial Group® (“Cetera”)*, a leading network of independent firms supporting the delivery of professional financial advice, today announced the upcoming launch of Decipher™, a revolutionary new facial recognition software solution to help Cetera-affiliated financial advisors gain far deeper insights, on a more rapid basis than was previously possible across the industry, into client emotions and behavior patterns regarding financial goals, decisions and concerns.
In their latest co-signed industry op-ed CEO Robert Moore and President Adam Antoniades discuss the focus on delivering an advice-centric client experience
In his latest industry op-ed, Rich Whitworth discusses the importance of M&A expertise as the industry continues to evolve
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