Cetera Adds Direct, Custom Indexing to Advisory Platform

Advisors who use MAA as their main advisory platform report “exponential business growth, increasing their assets faster on average compared to advisors only leveraging an older advisory platform at Cetera,” the company said. MAA offers access to several Cetera advisory programs via a web-based interface and provides flexibility and control to how advisors implement investment solutions for clients, according to the firm.

Initial feedback from advisors to the new Manager Program has been positive, according to Kerry Pierce, head of investment solutions at Cetera.

“At Cetera, we are constantly identifying and delivering the latest tools and resources to help our advisors best serve their clients and manage their business,” she said in a statement. “MAA puts advisors ahead of the game when it comes to portfolio construction and holistic client capabilities, and the Manager Program delivers new features that are resonating with our advisors.”

Cetera intends to continue evolving its “investment solutions to meet the changing needs of our advisors and their clients,” she added.

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