Cetera Financial Group has created an “event in a box” addition to its marketing offerings for affiliated advisers that enables them to host their own live or virtual events for clients.
Advisers can pick from events that include "mixology, charcuterie board-building, mind-hacking mentalist [and] trivia night,“ Cetera said in a release.
It noted that advisers can use Cetera's marketing tool kit to automate their event, from invitations to post-event attendance, and will have the ability to fully measure the marketing performance of events.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
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Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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