Cetera Leaders and Programs Named Finalists for Four 2022 WealthManagement.com 2022 Industry Awards
Finalists for the 2022 Annual WealthManagement.com Industry Awards (the “Wealthies”) were announced in early June, and two of Cetera’s leaders and two of its programs have been recognized as finalists. The Wealth Management Industry Awards received a record-breaking number of nominations – nearly 1,000 entries from more than 350 companies – and Cetera is a finalist in four categories:
- Chief Executive Officer of the Year: Adam Antoniades. In 2021, Adam was at the helm for several key milestones that propelled Cetera and its advisors to new heights and record business success, overseeing several major acquisitions in 2021, including the purchase of the independent financial planning channel of Voya Financial Advisors, which was completed in June 2021.
- Chief Marketing Officer of the Year: Michael Zuna. Michael is the architect of Cetera’s industry-leading Voice of Customer program, which proactively captures input from Cetera customers and informs product and service enhancements, new programs, and defines Cetera’s strategy and culture. The program drives sustainable growth in retention, acquisition, and brand power by identifying opportunities for improvement across the customer journey.
- Thought Leadership: Fed Monitor Dashboard and Fed-O-Meter. Cetera’s Fed resources – the Fed Monitor and Fed-O-Meter – collectively represent the first analytical tool that empowers advisors to communicate Fed actions to clients in a relatable, easy-to-use way. Cetera advisors are embracing the Fed resources, which provide education and clarity, empowering Cetera advisors to help their clients understand the implications of Fed policy and optimize investment strategy.
- Transition Support: Accesslink. After months of work gathering input from advisors, conducting in-depth research and analysis, and identifying best practices, Cetera launched Accesslink – its rebranded onboarding experience, which takes a new approach to onboarding and integration, reimagining all aspects of the experience of changing firms. Accesslink takes a common, disciplined approach that is flexible to the needs of individual financial professionals.
Now in its eighth year, “The Wealthies,” WealthManagement.com’s annual awards program, honors the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients. To view the complete list of nominees, visit: WealthManagement.com Announces 2022 'Wealthies' Finalists
The annual Wealth Management Industry Awards winners will be announced during a black-tie ceremony at the Ziegfeld Ballroom in person in New York City on September 8, 2022.
The WealthManagement.com Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice to as many Americans as possible. Cetera empowers its financial professional communities to help clients achieve their version of financial wellbeing through the Advice-Centric Experience®. Cetera proudly serves independent financial professionals, tax professionals, banks and credit unions in providing wide-ranging financial planning and wealth management services.
Cetera oversees approximately $353 billion in assets under administration and $122 billion in assets under management, as of December 31, 2021.
Visit www.cetera.com, and follow Cetera on LinkedIn, Twitter and Facebook.
“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
Want more insights like this, sent straight to your inbox?
Subscribe to email updates from Cetera and be well informed about what’s happening within the market and the financial services industry overall.