In the perpetual race to keep advisors well equipped, efficient and loyal, Cetera Financial Group has just launched a technology platform for its investment adviser representatives.
Two of Cetera’s independently managed broker-dealers—Financial Network Investment Corp., and Multi-Financial Services Corp.—are testing the platform with a pilot group of advisors. Cetera, based in El Segundo, Calif., plans a fuller rollout in several months, the company announced on Tuesday.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access