Cetera Financial Group is one of the nation’s largest families of independently managed firms, and is the cornerstone of the retail advice division of RCS Capital Corporation (NYSE: RCAP), which is focused on serving the needs of investors with best-in-class solutions. Cetera Financial Group provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, and innovative technology for more than 9,700(1) independent financial professionals and more than 500 financial institutions nationwide.
The Practice of the Future:
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Drawing on research from The Oechsli Institute, this white paper explains how to prepare your practice for the future and stay ahead of the curve.

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…there will be paperwork.

…you’re concerned about a revenue gap.

…it feels easier to stay.

…transition can be a challenge.


 

(1) This includes VSR Financial and Girard Securities, following the close of their acquisitions by RCAP.

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