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 Financial Specialists announces signing of David Strulowitz, an independent financial advisor based in Skokie, Ill., who oversees approximately $50 million in total client assets. Strulowitz, whose practice is entirely fee-based, is rejoining the firm now that it’s part of Cetera Financial Group.
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.
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