Bank Insurance & Securities Association recognizes Cetera's leadership in advancing products, services and platforms through technology innovation
SAN DIEGO, March 6, 2025 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced that it has earned the 2025 Bank Insurance & Securities Association (BISA) Technology Innovation Award* for its exclusive holistic sales and marketing transformation platform, GrowthLine. This marks Cetera's 12th time winning the BISA Technology Innovation Award, which recognizes companies for their commitment to technology solutions in the financial services industry.
GrowthLine is a component of the Growth360 suite of tools, Cetera's strategic, peer-driven digital platform that won the 2024 BISA Technology Innovation Award. GrowthLine enables advisors to elevate their business holistically with the goal of driving organic growth by providing search engine optimization, new website design and delivery, marketing strategy, planning and messaging to clearly articulate an advisor's business and value proposition. Using a powerful combination of data, client segmentation, AI and technology, the GrowthLine program is valued at more than $150,000 in services and is available to Cetera-affiliated advisors, including affiliated wealth management programs from financial institutions.
To date, GrowthLine has served more than 1,000 advisors and has a proven track record of outpacing the growth of advisors not using the program by significant measures year-over-year on a market-adjusted basis. In fact, the program became so successful that in early 2024, Cetera launched the industry-first Growth Guarantee, a campaign that promised newly affiliating advisors and institutions that, should they choose to utilize GrowthLine, they would grow their assets under administration at least 38% faster than their peer group or their affiliation fees would be refunded as described below.** The ground-breaking campaign itself earned a 2024 Think Advisor Luminaries Award for Excellence in Marketing and Public Relations.
GrowthLine is one example of Cetera's commitment to delivering technology innovation and advancements that help its advisors optimize their business and best serve their clients. This year's award adds to the growing list of Cetera product offerings that are BISA Technology Innovation Award winners, including Growth360, MarketingCentral, AdviceWorks, My Advice Architect, and DataPak.
Click here to learn more about Cetera's GrowthLine and Growth Guarantee.
About Cetera
Cetera Financial Group, which is owned by Cetera Holdings (collectively Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services 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 institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to approximately 12,000 financial professionals and their teams, Cetera oversees more than $545 billion in assets under administration and $235 billion in assets under management, as of September 30, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, X, and Facebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
*The BISA Technology Innovation Award is designed to recognize leadership in the advancement of the financial industry's products, services, and platforms through technology innovation. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
** If you join a broker-dealer and registered investment adviser affiliated with Cetera Financial Group, Inc. (a "Cetera Company") and participate in our GrowthLine program, and do not grow your assets under administration at least 38% faster than your peer group during the year following the latter of the date you complete the program or your four month affiliation anniversary (the "Measurement Period"), then the Cetera Company will refund your affiliation fees for that year, up to $2,400, upon your request (the "Growth Guarantee"). Your "Peer Group" includes all individuals who registered with a Cetera Company before 2020 and remained registered throughout the Measurement Period and who had verified assets under administration exceeding $20,000,000 at the beginning of the Measurement Period. The GrowthLine Program is a marketing program and does not improve your clients' account performance or provide investment advice. Market performance is excluded from the comparison of your growth rate and your Peer Group's growth rate during the Measurement Period for purposes of the Growth Guarantee. The Growth Guarantee is only available to the primary principal of new affiliates of a Cetera Company that have reviewed the Growth Guarantee terms and conditions and have completed all aspects of the GrowthLine program within six months of affiliation. The Growth Guarantee is limited to one primary principal from each newly affiliating group of advisors joining as a team. Refund requests must be received within 90 days of the expiration of the Measurement Period. Affiliation Fees will be refunded within four weeks of a valid refund request along with supporting documentation. No other charges, expenses or market losses will be refunded. The Growth Guarantee does not modify or alter the terms and conditions of any agreements between you and a Cetera Company and/or affiliate. You are not eligible for the Growth Guarantee if you are an existing affiliated advisor with Cetera, if you're a new affiliate to Cetera and did not pay an affiliation fee, if your affiliation is a result of a merger or acquisition, and if you have an outside registered investment adviser firm. Other restrictions may apply. Cetera reserves the right to change or terminate the Growth Guarantee at any time.
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SOURCE Cetera Financial Group
