Cetera Financial Group partners with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors. The new, custom technology integrates seamlessly into Cetera’s SmartWorks® workstation to complement its existing trading and rebalancing tools.
Cetera Expands Connect2Clients, Enhancing Advisors’ Ability to Surprise and Delight Clients
Cetera Financial Group expands its Connect2Clients® advisor marketing and social media platform, adding Cetera Web Tools and a comprehensive business coaching program. Connect2Clients is a unique program that allows advisors to create, customize, and implement marketing communications campaigns.
Cetera Financial Group completes its acquisition of MetLife’s two independent broker dealer firms, Tower Square Securities and Walnut Street Securities. Cetera now serves approximately 7,400 advisors with more than $141 billion in total client assets, including more than $33 billion in fee-based advisory assets.
Cetera Financial Group has unveiled an enhanced analytics tool that puts the power of customizable reports at advisors’ fingertips, helping them segment their clients and tailor their services more effectively. The new tool is seamlessly integrated within Cetera’s SmartWorks® advisor workstation and substantially expands advisors’ analytic arsenal.
Cetera Financial Group announces that Steve Dunlap will join the company as Executive Vice President, Wealth Management. He will lead the continued strategic development and expansion of Cetera’s wealth management services to deliver on its mission to be the best place for advisors to grow their fee-based business.
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