Cetera Financial Group has unveiled an enhanced analytics tool that puts the power of customizable reports at advisors’ fingertips, helping them segment their clients and tailor their services more effectively. The new tool is seamlessly integrated within Cetera’s SmartWorks® advisor workstation and substantially expands advisors’ analytic arsenal.
Cetera Financial Group announces that Steve Dunlap will join the company as Executive Vice President, Wealth Management. He will lead the continued strategic development and expansion of Cetera’s wealth management services to deliver on its mission to be the best place for advisors to grow their fee-based business.
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.
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