Cetera Recognized as Winners for Wealthies Circle 2020 All-Virtual Industry Award09/21/2020

Share:

Latest - Insights Latest - Insights Latest - Insights Latest - Insights Latest - Insights

Winners for the 2020 Annual WealthManagement.com Industry Awards (the “Wealthies”) have been announced. Cetera was awarded three wealthies in the following categories:  

  • 401(k) Technology: 401(k) Fee-for-Service Advice Program, award accepted by Jon Anderson   
  • Chief Technology Officer of the Year (broker-dealer 1,000+ advisors): Michael Ragunas
  • Practice Management (broker-dealer 1,000+ advisors):  Legacy Builder Program, award accepted by Rich Whitworth

Cetera’s CEO, Adam Antoniades, said, “Much of the work we’ve done in recent years has been focused on accelerating the delivery of an Advice Centric Experience® which enables financial professionals to lean into their independence and help more investors achieve their version of financial wellbeing. We’re grateful to wealthmanagement.com for recognizing the teams and platforms at Cetera who bring our strategy to life. We’d like to extend our congratulations to all firms recognized at this year’s awards and to our network of financial professionals who make what we do possible.”
 

Now in its sixth year, the WealthManagement.com Industry Awards honors outstanding achievements by companies, organizations and individuals that support financial advisor success. This year, 72 awards were presented to 61 companies from a pool of 155 finalists. A panel of 15 judges (including top names in the wealth management industry) determined the finalists and winners, with the eventual victors selected on a combination of quantitative measures of their initiatives, as well as qualitative measures, including innovation, creativity and new delivery methods. To see the full list of winners, go to the Wealthmanagement.com website.

 

“Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”.

 

About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

 

"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.


Cetera Financial Group • 200 North Pacific Coast Highway, Suite 1200 • El Segundo, CA 90245


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"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.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Latest News - Latest Insight Detail - Subscription

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.

Drop Us a Line

Looking to be part of something more? Get in touch to learn about the benefits of affiliating with Cetera and start taking the next steps to a stronger future.