Cetera Financial Group's program, which puts retail investors on a level playing field with institutional investors, was honored by the Money Management Institute as the breakthrough program of the year.
Launched in October, Cetera’s Mutual Funds/Exchange Traded Funds Advisory program allows advisors to assemble portfolios of investments from three diverse strategists from Wilshire Associates, Sage Advisory Services and UBS Global Asset Management in a single customer account.
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