A reconstituted Cetera Financial Group, having emerged from years of turmoil, wants to set the tone among independent broker-dealers for a new generation of client-centric financial service.
"We think conditions are present for a firm to take a leadership position when it comes to the client experience," CEO Robert Moore told Financial Planning in a joint interview this week with President Adam Antoniades. The model for financial advice "is primed and ready for change. ... We don't view that as a threat to the industry. We view that as an exciting thing and a seismic shift."
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