Enhancing the Advice-Centric Experience

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  • 03 mins 10 secs
Cetera Financial Group Chief Information Officer Michael Ragunas explores ways advisors can better collaborate with clients. He shares how AdviceWorks enhances the advice-centric experience and how advisors have been adopting the new platform. 

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Cetera Financial Group


About Cetera Financial Group®

Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. Located at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670

Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.

"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. All firms are members FINRA / SIPC.

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