VIEW TABLE OF CONTENTS
BROKER–DEALERS: 1,000 Advisors or More Thought Leadership
CETERA FINANCIAL GROUP
Fed Monitor Dashboard and Fed-O-Meter
The Fed is increasingly “Hawkward” – hawkish in its intent yet awkward in communication about its plans, according to Cetera CIO Gene Goldman. To help make sense of it all, Cetera’s Fed resources empower advisors to communicate Fed actions to clients in a relatable way. Cetera’s Fed resources provide a monthly snapshot of where Cetera sees the Fed heading on monetary policy. The indicator provides valuable context on current – and potential future – Fed policy based on
12 key factors, while the Fed-O-Meter is a virtual, dynamic gauge that indicates the likelihood of more aggressive or conservative policy. Cetera advisors embrace these resources, which provide timely, expert insight to make more informed investment decisions for their clients amid today’s uncertainty and rising interest rates.
An at-scale wealth hub, Cetera offers financial professionals and institutions the latest solutions, support, and services. Breaking away from a commoditized and homogenous IBD model, Cetera creatively addresses advisors’ unique needs, whether they are seeking to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as banks and credit unions, providing an established and repeatable blueprint for scalable growth. Cetera’s approach empowers advisors to affiliate in whichever way they deem most appropriate. Cetera delivers holistic, unbiased financial planning and advice to Main Street investors, helping them achieve their version of financial wellbeing at all life stages. For financial professionals, Cetera provides growth and succession resources, an enhanced tech stack and importantly, an experience where financial professionals don’t feel like a number, but an integral part of Cetera’s rich and thriving ecosystem.
www.cetera.com
82
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook