Cetera Financial Group Continues Strategic Expansion of Leading Edge Retirement Plan Services Platform through Partnership with Envestnet
Cetera Financial Group announces a new strategic partnership with Envestnet | Retirement Solutions. Through this new strategic partnership, Cetera Financial Group will offer its leading practice management platform to advisors across its network of broker-dealers who provide retirement plan advice.
Cetera Financial Group Announces Commitment to Develop Next Generation Financial Advisor Practice Management Resources with Launch of Connect2Clients® Marketing Platform for Advisors
Cetera Financial Group announces the launch of its comprehensive new Connect2Clients® marketing portal for all of its member broker-dealers and financial advisors. The proprietary new C2C platform will allow advisors to seamlessly develop and oversee ongoing and personalized communications efforts across all available digital channels.
Cetera Financial Group announces new strategic partnership with BOK Financial Corporation, which will enable Cetera Financial Group-affiliated financial advisors to offer expanded trust services and support clients with multi-generational family planning.
Cetera Financial Group Grants $6.7 Million to 61 Independent Advisors in Business Plan Challenge
Cetera Financial Group announces its selection of 61 independent advisors and advisory firms from across the network as winners of its Business Plan Challenge. The awarded funds total $6.7 million and will allow the winning advisors to implement their vision and proposed initiatives to grow their businesses.
Cetera Financial Group Announces Rollout of Specialized Consulting Resources to Support Advisors in Addressing Clients’ Complex Legal, Tax and Accounting Needs
Cetera Financial Group announces rollout of its Advanced Planning Group’s services to top-tier advisors across the network, representing roughly 10 percent of all Cetera Financial Group-affiliated advisors. The Advanced Planning Group is an in-house consulting resource that supports advisors in addressing clients’ complex financial planning needs.
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