Cetera Discusses Future of Innovation in Wealth Management at T3 Enterprise Conference10/28/2019

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Los Angeles, CA - Cetera today announced its participation at the T3 Wnterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based technological transformation. As part of the event, Cetera Chief Information Officer Mike Ragunas will participate in a panel discussion. "Focus on the Future: How Tech Innovation Will Continue to Advance the Wealth Management Industry." The conversation will feature Mr. Ragunas and a number of other industry experts in a dialogue on how technological advances are improving circumstances of both advisors and their clients. Other areas of discussion will touch on new product development, tech investment and adoption, privacy issues, and predictions for the future.

Ragunas is a prominent authority and frequent commentator on the ways technological innovation continues to drive transformation across the financial advice business and facilitate an Advice-Centric Experience for clients. As Chief Information Officer, he is responsible for all information technology for Cetera. A noted expert in how technology can improve the client experience, Mr. Ragunas joined Cetera in 2017, and has presided over the development and rollout of several new and innovative technology solutions for advisors and their clients, including the company’s signature AdviceWorks platform; its advisory platform, My Advice Architect; Decipher, an emotion recognition tool and more.

Ragunas said, “Financial advisors are recognizing that relationships matter as much as the bottom line, and that in order to build deeper relationships and make clients ‘stickier’, the experience matters more. Advisors are adopting the technology we offer to enable what we call an Advice-Centric Experience®, which allows them to crystallize the value of advice they offer clients and create a personalized financial roadmap to help clients reach their goals at each life stage.”

T3 Enterprise is an annual gathering of key technology officers and support staff from broker/dealers, OSJ branch offices, large RIA firms, advisor networks and other financial services firms. This year’s event will take place October 28-30 in Fort Lauderdale, FL. The panel discussion will take place Tuesday, October 29 at 5:00 PM EDT at the Marriott Harbor Beach Resort and Spa.

 


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.

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