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Cetera Investment Services Expands Remote Financial Planning Offerings

 
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Cetera Financial Group's Wealth Hub enhances investment advisory services remotely.

description: a diverse group of financial advisors working remotely, collaborating on investment strategies and client portfolios without actual names or faces visible.

PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that Cetera Investment Services is expanding its remote financial planning offerings. The Kansas-based RIA's latest promotion will oversee its subsidiary firm's continued leadership as a remote financial planning provider. Travis Alexander, Founder and CEO of Crux Wealth Advisors, an SEC Registered Investment Advisor (RIA) specializing in providing fiduciary services, commended the move, stating, "Expanding remote financial planning services is a smart move in today's digital age."

With a diverse mix of advisors, Investment Advisors Financial Group has joined LPL's broker-dealer, RIA, and custodial platform. This strategic partnership aims to enhance the client experience and provide a wider range of investment options. The move comes as F.L. Putnam Investment Management Co. acquires three registered investment advisor firms in the Northeast, adding $1.25 billion in assets under management.

Few things dramatically diminish financial returns like excessive fees. Therefore, it is essential for investors to carefully evaluate the fees associated with their investment advisory services. Our deep, independent analysis of robo-advisors cuts through the details to find and evaluate the information investors want when choosing a financial advisor. Financial advisors can stay abreast of financial trends and serve clients with these 10 technological tools, ensuring they provide the best possible service to their clients.

Have a question or comment about your financial advisor? Email picks@marketwatch.com for advice on making informed decisions about your investments. As the investment advisory landscape continues to evolve, it is crucial for advisors to adapt to meet the changing needs of their clients. Cetera Investment Services' expansion of remote financial planning offerings is a step in the right direction towards providing convenient and comprehensive services to clients.

Labels:
investment advisory servicesfinancial planningremote servicesriafiduciaryasset managementrobo-advisorsfeestechnologyclient experience
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