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.
Cetera Advisors announces the addition of Arthur Aybar to its new business development team. Aybar’s hiring follows the November 2012 appointment of David Bombart as Cetera Advisors’ director of new business development and further expands the company’s recruiting efforts.
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