Latest news with #GrowthLine
Yahoo
18-07-2025
- Business
- Yahoo
Cetera introduces new AI platform for financial advisors
Cetera Financial Group has introduced IntelligenceEngine, a suite of AI-driven tools designed to assist financial professionals in enhancing growth by converting client data into actionable insights. This new platform aims to unlock potential value within existing client portfolios. IntelligenceEngine integrates advanced analytics, planning technology, and client engagement tools into a cohesive growth platform tailored for modern financial advisors and institutions. The primary objective is to provide advisors with insights that reinforce client relationships and promote growth in their share of client assets. It is the branded version of Cetera's Share of Wallet Suite, which offers a connected ecosystem of both proprietary and third-party tools aimed at identifying and activating revenue opportunities. The components of this suite are designed to streamline processes, reveal hidden value, and facilitate prompt action by advisors. Cetera chief solutions officer Christian Mitchell said: 'With IntelligenceEngine, we're enabling advisors to scale meaningful conversations and drive measurable outcomes from their existing client base.' 'This solution was designed to strategically connect the dots between data, planning, and action. Each element powers the next, creating a multiplier effect on efficiency and growth Key features of IntelligenceEngine include the GrowthLine Commercial Activation Engine, which identifies market opportunities and prioritises client segments for targeted outreach. This system ensures that advisors can effectively engage with dormant clients and optimise wallet share. Additionally, the Jump AI Software utilises natural language processing to extract insights from advisor-client meetings, capturing essential action items and behavioural signals that inform GrowthLine's outreach strategies. The platform also includes AdviceWorks Account Aggregation, which allows clients to link external accounts, providing advisors with a comprehensive view of client assets. Furthermore, MoneyGuide and eMoney Financial Planning Software enable advisors to assess total household assets and identify overlooked opportunities. Cetera's Financial Plan Design Group creates customised financial plans that reveal new asset potentials and enhance advisor efficiency, while the Advanced Time Segmentation strategy offers a structured approach to retirement income aligned with client goals. In May this year, Jump partnered with Cetera to integrate its AI meeting assistant, enhancing scalability and compliance within Cetera's operations. "Cetera introduces new AI platform for financial advisors" was originally created and published by Private Banker International, a GlobalData owned brand. The information on this site has been included in good faith for general informational purposes only. It is not intended to amount to advice on which you should rely, and we give no representation, warranty or guarantee, whether express or implied as to its accuracy or completeness. You must obtain professional or specialist advice before taking, or refraining from, any action on the basis of the content on our site.
Yahoo
06-06-2025
- Business
- Yahoo
Cetera Recognized as Finalist for Three "Wealthies" Awards
SAN DIEGO, June 6, 2025 /PRNewswire/ -- Cetera and its affiliated companies ("Cetera") have been recognized as a finalist for three 2025 Wealth Management Industry Awards ("Wealthies")* in the categories of Digital Marketing Campaign of the Year, Transition Support, and Practice Management. Cetera will be recognized alongside other finalists at the Wealth Management Industry Awards Gala, Sept. 4, 2025, at Cipriani 42nd Street in New York City. Cetera is a 2025 "Wealthies" finalist for the following initiatives: Omni Channel Campaign– Digital Marketing Campaign of the Year – Cetera earned a nomination for Digital Campaign of the Year in recognition of our GrowthLine's program's** measurable success and market impact – a strategic commercial acceleration program within its Growth360 platform. GrowthLine provides affiliated advisors with a data-driven blueprint for accelerating growth – integrating strategic planning, marketing enablement, and client acquisition support. Central to the campaign was the debut of Cetera's industry-first Growth Guarantee, which pledges 50% faster growth in assets under administration, or a full refund of affiliation fees. Through this dynamic, omni-channel launch strategy, the campaign delivered exceptional engagement and further solidified Cetera's reputation as the industry's most invested partner in advisor growth. Onboarding Navigator – Transition Support – Onboarding Navigator, Cetera's latest evolution of its award-winning Accesslink onboarding program, introduces enhanced real-time, interactive reporting capabilities that empower stakeholders with comprehensive progress tracking from both a project management and asset realization standpoint. Designed to streamline and support every aspect of the transition and onboarding process, this updated iteration offers greater transparency and personalized assistance. With features such as weekly progress reports, advisor training programs, and timely book-of-business reviews, Onboarding Navigator ensures a seamless, well-supported experience for all involved. Avantax "Rise to Elite" Peer Mentorship Program – Practice Management – Rise to Elite from Avantax, a community of tax-focused financial professionals within Cetera Holdings***, is a home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business. Crafted by the Avantax Home Office team and Avantax financial professionals specifically for their growth-oriented peers, the curriculum offers scalable, repeatable business strategies complemented by coaching and accountability partners. Now in its 11th year, the annual industry awards program – known as the "Wealthies" – honors individuals, organizations and companies that help financial advisors build better businesses and pursue better outcomes for their clients. More than 1,200 nominations were submitted for Wealthies 2025 consideration. About CeteraCetera Financial Group is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms. Unlike traditional IBDs, Cetera offers true choice – blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's four-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth. As of March 31, 2025, Cetera manages more than $554 billion in assets under administration and $246 billion in assets under management. Its award-winning Voice of the Customer program has captured more than 40,000 advisor reviews, with over 35,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score. Learn more at and follow Cetera on LinkedIn, YouTube, X, and Facebook. "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals and CPA firms, supporting its goal of minimizing clients' tax burdens through comprehensive tax-intelligent financial planning. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors and offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., and insurance agency subsidiaries. For additional information, please visit *The Industry Awards program recognizes outstanding organizations and individuals that support financial advisor success. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. ** If an advisor joins a broker-dealer and/or registered investment adviser affiliated with Cetera Financial Group, Inc. (a "Cetera Company") and participates in our GrowthLine program, but does not grow assets under administration at least 50% faster than their peer group during the year following the latter of the date the program is completed or that advisor's four-month affiliation anniversary (the "Measurement Period"), then the Cetera Company will refund the advisor's affiliation fees for that year, up to $2,400, upon request (the "Growth Guarantee"). "Peer Group" includes all individuals who registered with a Cetera Company before 2020 and remained registered throughout the Measurement Period and who had verified assets under administration exceeding $20,000,000 at the beginning of the Measurement Period. The GrowthLine Program is a marketing program and does not improve clients' account performance or provide investment advice. For purposes of the Growth Guarantee, market performance is excluded from the comparison of the advisor's growth rate and the Peer Group's growth rate during the Measurement Period. The Growth Guarantee is only available to the primary principal of new affiliates of a Cetera Company that have reviewed the Growth Guarantee terms and conditions and have completed all aspects of the GrowthLine program within six months of affiliation. The Growth Guarantee is limited to one primary principal from each newly affiliating group of advisors joining as a team. Refund requests must be received within 90 days of the expiration of the Measurement Period. Affiliation Fees will be refunded within four weeks of a valid refund request along with supporting documentation. No other charges, expenses or market losses will be refunded. The Growth Guarantee does not modify or alter the terms and conditions of any agreements between the advisor and a Cetera Company and/or affiliate. An advisor is not eligible for the Growth Guarantee if: currently affiliated with a Cetera Company, no affiliation fee was paid by the advisor, the advisor's affiliation is a result of a merger or acquisition, and/or the advisor has an outside registered investment adviser firm. Other restrictions may apply. Cetera reserves the right to change or terminate the Growth Guarantee at any time. *** Cetera Holdings, which refers to Aretec Group, Inc., is the parent company of Avantax and Cetera Financial Group, Inc. View original content to download multimedia: SOURCE Cetera Financial Group
