Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client demand for holistic financial planning.
Cetera strives to differentiate from the traditional, commoditized independent broker-dealer (IBD) model by providing financial professionals and institutions with cutting-edge solutions, comprehensive support and tailored services to help them grow and scale their practices. This partnership enhances Cetera’s comprehensive wealth management offerings by equipping advisors with a best-in-class estate planning platform that simplifies and modernizes legacy planning for their clients.
With more than $545 billion in assets under administration (AUA) and $235 billion in assets under management (AUM), Cetera continues to evolve its platform by continually adding innovative solutions to better serve its advisors and their clients. With an estimated $124 trillion in assets set to transfer across generations over the next two decades, this shift presents both significant challenges and opportunities for advisors. Cetera is committed to equipping financial professionals with the tools, expertise and resources needed to help clients preserve wealth, manage complexities and seize new planning opportunities.
“Financial advisors today are expected to provide more comprehensive guidance than ever before, and estate planning is a critical component of that responsibility,” said Tim White, co-founder and chief growth officer of Wealth.com. “Cetera recognizes that modern advisors need the right tools to help clients navigate the complexities of wealth transfer and legacy planning. We are proud to partner with Cetera to deliver an estate planning solution that not only streamlines the process but also deepens client relationships and enhances the value advisors provide.”
The Cetera partnership is the latest step in Wealth.com’s efforts to deliver estate planning solutions that meaningfully expand legacy planning conversations between advisors and their clients. Wealth.com’s modern platform helps advisors address every step of their clients’ estate planning journeys, while providing full coverage across all U.S. jurisdictions.
Wealth.com and Cetera will be hosting a webinar on May 1st at 1:00 p.m. ET to discuss how this partnership enhances estate planning for advisors. Speakers from Wealth.com and Cetera will share insights on integrating estate planning into holistic wealth management. Register for the webinar here.
