Cetera Awarded 3 Prestigious Banking Industry Awards
At the 2019 Bank Insurance & Securities Association Convention, Cetera is Presented with the Technology Innovation, Career Achievement and Rising Star Awards
Cetera’s specialty-focused team, Cetera® Financial Institutions, which exclusively focuses on banks and credit unions, announced today that it was the recipient of three awards at the Bank Insurance & Securities Association (BISA) 2019 Annual Convention. The Technology Innovation Award was presented for My Advice Architect®, the Career Achievement Award was given to Kimberley Holweger and Rising Star was awarded to Anne Nienaber.
My Advice Architect was recognized for the improvements made to continue advancing Cetera’s Advice-Centric Experience®. The enhanced platform better enables institutions to further build, manage and grow their business through a single unified advisory platform. Since its inception, changes and updates includes a fourth program, Advisor II Program with $6.95 ticket charges, plus-plan enhanced payouts, additional resources and more.
The Career Achievement Award requires a minimum of 20 years industry experience. Recipient Chief Operations Officer, Kim Holweger was nominated by Cetera Financial Institutions’ President, LeAnn Rummel. Rummel said, “Kim is a leader who inspires others. Running a self-clearing operation, knowing the nuts and bolts of being a custodian, understanding the financial and regulatory implications of the business — all while running a profitable organization with a high retention rate of both customers and staff says a lot about who is at the helm. When you talk about ‘excellence’ Kim is a shining example of being a successful financial services executive doing things the right way every day.”
Rounding out the three awards with the Rising Star Award was Advisory Consultant, Anne Nienaber. Nienaber is known and endorsed by her colleagues for her wealth management and advisory knowledge. Having been with Cetera for 17 years, she understands how to cater and implement advisory solutions to program managers and advisors within the firm’s bank and credit union clients.
BISA is a leading financial services industry association dedicated to serving those responsible for the marketing, sales and distribution of securities, insurance and other financial products and advisory services through the bank channel. At its yearly convention, the association presents annual awards to qualified nominees.
*Cetera Financial Institutions is the marketing name for Cetera Investment Services, LLC
About Cetera Financial Group®
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.