Cetera creates preprogrammed client events for advisers

Cetera creates preprogrammed client events for advisers
Trivia night is one of a number of themed events that advisers can offer clients either in person or virtually.
APR 29, 2022

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.  

Latest News

Duo charged with posing as 49ers player, financial advisor to defraud women of $1.3M
Duo charged with posing as 49ers player, financial advisor to defraud women of $1.3M

Federal prosecutors say the scheme used fake investment accounts and a fictitious financial advisor to lure victims into romance-fueled fraud.

Convicted ex-Morgan Stanley broker ordered to pay firm $8.7 million
Convicted ex-Morgan Stanley broker ordered to pay firm $8.7 million

Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.

Referrals aren’t luck: Why intentional COI strategy is the future of advisor growth
Referrals aren’t luck: Why intentional COI strategy is the future of advisor growth

Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.

FiNet, Raymond James land California and Washington advisor teams
FiNet, Raymond James land California and Washington advisor teams

Three advisor groups overseeing more than $700M in combined client assets head to new firms.

Retirement crisis fears hit record high as debt and inflation squeeze Americans
Retirement crisis fears hit record high as debt and inflation squeeze Americans

New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income