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.
With growth topping succession as the leading M&A driver, referral programs are a top of mind consideration for advisory firms making moves as Goldman Sachs, Pershing and Robinhood consider entering the referral market.
The $8 billion RIA is getting more fuel for geographic expansion and recruit top talent through a minority investment partnership.
The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.
The half-dozen teams who joined the hybrid RIA in the early innings of 2025 have lifted it past a key asset milestone.
Meanwhile, GPB senior executives' sentencing for fraud pushed to May.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
