Cetera Advisory Platform Wins Prestigious Industry Award for Wealth Manager Platform of the Year
Cetera won the 2023 Money Management Institute (MMI)/Barron's Wealth Manager Platform of the Year Award for its innovative My Advice Architect® (MAA) Manager Program, which provides multiple benefits for advisors and clients. The Wealth Manager Platform of the Year award honors a platform that exemplifies innovation in delivering better outcomes for investors and financial advisors. Finalists for the award included J.P. Morgan Wealth Management, Merrill Lynch Wealth Management, and Morgan Stanley.
In March 2023, Cetera launched its latest enhancement to the platform – the new Manager Program, which pairs world-class institutional asset managers with a high degree of personalization that can be applied to both active and direct indexed portfolios. Manager Program provides the ability to employ automatic tax-loss harvesting and other tax mitigation strategies, as well as to align portfolios to clients' unique personal values.
At Hays Breard Financial Group, we are proud to bring wealth management products and services to our clients to help them plan for their goals. We align with Cetera because of the high caliber of tools they offer and continue to develop. Now in its 15th year, the MMI/Barron's Industry Awards recognize innovation and leadership in the investment advisory solutions industry.
Since its inception, the annual MMI/Barron's Industry Awards recognizes innovation and leadership in the investment advisory solutions industry and celebrates outstanding achievement by honoring firms that have raised the bar by delivering superior solutions for financial advisors and investors. 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.