Cetera welcomes Brian Neyland to Cetera Investment Services as an independent program manager servicing banks, credit unions and independent advisors in Texas, Oklahoma and New Mexico, and independent advisors in New York.
Cetera Launches My 401(k) Assistant to Provide Investment Monitoring Reports and Generate RFPs, as an in-house, Back Office Service
The new service provides automatically-generated investment monitoring reports and proposal comparisons from multiple potential recordkeeper partners for any advisor looking to do retirement plan business.
Cetera® Advances the Advice-Centric Experience® through a New Program in its My Advice Architect® Unified Advisory Platform
The new Advisor II Program provides advisors with full flexibility and control in the implementation of investment solutions tailored to their clients’ needs and goals.
Cetera® Forms New Board of Directors With Shared Commitment to the Company’s Advice-Centric Experience Model
Cetera today announced the formation of its new Board of Directors, following the firm’s selection in July of Genstar Capital as its strategic partner to accelerate Cetera’s growth and success.
Cetera announces the launch of its Advisor Alignment program, which includes expanded engagement opportunities and investment in advisor growth through two types of loans and an equity value participation framework.
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