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.
Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."
The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
