Cetera Discusses Future of Innovation in Wealth Management at T3 Enterprise Conference
Los Angeles, CA – Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based technological transformation. As part of the event, Cetera Chief Information Officer Mike Ragunas will participate in a panel discussion: “Focus on the Future: How Tech Innovation Will Continue to Advance the Wealth Management Industry.” The conversation will feature Mr. Ragunas and a number of other industry experts in a dialogue on how technological advances are improving the circumstances of both advisors and their clients. Other areas of discussion will touch on new product development, tech investment and adoption, privacy issues, and predictions for the future.
Ragunas is a prominent authority and frequent commentator on the ways technological innovation continues to drive transformation across the financial advice business and facilitate an Advice-Centric Experience for clients. As Chief Information Officer, he is responsible for all information technology for Cetera. A noted expert in how technology can improve the client experience, Mr. Ragunas joined Cetera in 2017, and has presided over the development and rollout of several new and innovative technology solutions for advisors and their clients, including the company’s signature AdviceWorks platform; its advisory platform, My Advice Architect; Decipher, an emotion recognition tool and more.
Ragunas said, “Financial advisors are recognizing that relationships matter as much as the bottom line, and that in order to build deeper relationships and make clients ‘stickier’, the experience matters more. Advisors are adopting the technology we offer to enable what we call an Advice-Centric Experience®, which allows them to crystallize the value of advice they offer clients and create a personalized financial roadmap to help clients reach their goals at each life stage.”
T3 Enterprise is an annual gathering of key technology officers and support staff from broker/dealers, OSJ branch offices, large RIA firms, advisor networks and other financial services firms. This year’s event will take place October 28-30 in Fort Lauderdale, FL. The panel discussion will take place Tuesday, October 29 at 5:00 PM EDT at the Marriott Harbor Beach Resort and Spa.
About Cetera Financial Group®
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of professional financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. For more information, visit cetera.com.