03.11.26

Cetera Aims To Find More Organic Growth via $50B Retirement Plan Assets

by: Alex Ortolani

Cetera Financial Group is focusing on retirement plans and workplace advice as a major source of organic growth, according to executive Christian Mitchell, president of Cetera Solutions. Speaking at an industry event, Mitchell said the firm plans to connect its retirement plan business, consisting of about $50 billion in assets and nearly 1 million participants, with its network of more than 12,000 advisors. The strategy aims to create new client referral channels and attract advisors in a competitive recruiting environment. Cetera is also expanding its W-2 advisor channel and evaluating AI-driven wealth technology, while relying on established vendors to help shape its future digital platform.

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