Advanced Planning Group
Support for Sophisticated Financial Issues
This team can help solve for clients’ most complex legal and technical issues—from wealth transfers and retirement distributions to life insurance, annuities, and strategies for stock options—and can consult with your clients’ attorneys or other professional advisors.
Cetera Investment Management
Market Insight, Investment Foresight, Independent Perspective
Quality insights drive quality advice. Our in-house research team provides money manager recommendations, model portfolios, asset allocation guidance, and objective, timely analysis of market trends.
Keep Your Business Running Smoothly
Our experienced analysts review your requests, examine your books and marketing materials, and keep you informed of regulatory change to help you effectively manage risk and stay focused on clients.
Forge Deeper Relationships with Clients and Prospects
Stay in the spotlight. Attract new clients, keep your value top of mind with current ones, and establish yourself as a trusted financial resource with Cetera’s comprehensive suite of marketing resources.
Your Direct Line to Home Office Support
Work with a dedicated individual who understands your business and keeps you in the know with what you need to know—research, due diligence, product platform offerings, technology service support, practice development, model office technology and efficiency, and much more.
Retirement Plan Solutions
Build a World-Class Retirement Plan Offering
Our retirement plan consultants offer guidance in plan growth and retention strategies, industry best practices, provider due diligence, insourced back-office solutions, and in-house, third-party administration. Not overseeing any retirement plans? It’s easier than you might think with their holistic guidance and support.
Access Best-in-Class Solutions for Your Clients
Our wealth management services are designed to keep pace with changing client expectations and industry requirements—and keep you ahead of the growth curve.
Business Consulting Group
Run—and Grow—Your Business Your Way
Cetera is the firm of more, and this is the team of even more—even more growth, even more capacity, and even more strategic direction. They’ll help you identify opportunities to enhance your services and relationships, build efficiency, and enhance enterprise value to cement your legacy.
Enhancing Your Advisory Business
On-site or over the phone, the Advisory Business Consulting team delivers support and specialized guidance on all areas of your advisory business. Whenever you’re stuck—or simply looking for the ideal resource—they’ll point you in the right direction.
Learning & Development
Increase Your Professional Acumen and Stand Out from the Crowd
With our leading professional development courses and forward-thinking conferences and events, you’ll improve your business acumen and continually bring more value to the table.
Service and Operations
Keeping You Running
Receive personalized service from dedicated teams that treat you like the individual you are and get you the right answer the first time.
Making Business Efficent, One Click at a Time
Technology should enhance your business and client experience, not interfere with it. Our technology team ensures all systems are go.