Cetera Advisors announces its 2012 award winners, led by Lifetime Achievement Award recipients Larry Engelkemier (Rains Purinton Babcock Wealth Management; Overland Park, Kan.) and Donna Sulzbach (Sulzbach Associates; North Canton, Ohio) who were honored for outstanding dedication to their clients and the firm over their 30-plus years of service.
Cetera Financial Group has launched an unbundled, open architecture solution as part of its fee-based plan sponsor program, which allows advisors who serve as 3(21) fiduciaries to offer more customized advice to plan sponsors. This new offering complements the bundled option the firm launched in March of this year.
Cetera Financial Group launches truth campaign. The campaign is based on the principle of human psychology known in behavioral finance as loss aversion. As an advisor contemplates a transition, the following questions almost always crop up: Will clients follow me? What kind of support will I get to efficiently move my business?
Cetera Advisors welcomes Patrick Cleary as the firm’s Central Region director of new business development.
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.
IF YOU'RE A MEMBER OF THE NEWS MEDIA AND NEED ASSISTANCE,
PLEASE CONTACT CETERA FINANCIAL GROUP'S
PUBLIC RELATIONS AGENCY HAVEN TOWER AT