About Cetera financial group
Cetera Financial Group: Empowering Independent Broker-Dealers in the US
Cetera Financial Group is a leading shared service organization that provides support to independent broker-dealers across the United States. With a focus on empowering financial advisors and their clients, Cetera offers a wide range of services and solutions designed to help independent advisors grow their businesses, manage risk, and deliver exceptional client experiences.
Founded in 2010, Cetera Financial Group has quickly become one of the most trusted names in the financial services industry. The company serves over 8,000 financial professionals who collectively manage more than $250 billion in assets under management. As a shared service organization, Cetera provides its affiliates with access to cutting-edge technology platforms, compliance support, marketing resources, and other critical tools that enable them to operate more efficiently and effectively.
One of the key strengths of Cetera Financial Group is its commitment to innovation. The company has invested heavily in developing advanced technology solutions that help advisors streamline their workflows and enhance their ability to serve clients. For example, Cetera's AdviceWorks platform is an industry-leading tool that enables advisors to create customized financial plans for clients based on their unique needs and goals.
In addition to technology solutions, Cetera also offers comprehensive training programs designed to help advisors stay up-to-date with industry trends and best practices. These programs cover topics such as regulatory compliance, investment strategies, marketing techniques, and more.
Another important aspect of Cetera's business model is its focus on collaboration. The company recognizes that independent broker-dealers face many challenges when operating on their own - from regulatory compliance issues to marketing challenges - which can be difficult for individual firms or small groups of firms alone can handle effectively. By working together through shared services provided by companies like Cetera Financial Group they are able overcome these obstacles while still maintaining independence.
Overall,Cetera Financial Group plays an essential role in supporting independent broker-dealers across the United States by providing them with access to critical resources needed for success including innovative technology platforms ,compliance support ,marketing resources ,training programs etc . With its commitment towards innovation,collaboration,and excellence,Cetra continues empower independent brokers dealers so they can better serve clients while growing successful businesses themselves .