Cetera Closes on Purchase of Securian's Wealth Business

Advisor, Client Satisfaction

Meanwhile, as the transition continues, Cetera’s customer service continued to shine, providing dedicated support advisors need to succeed in their business and serve their clients,” he said.

Among Cetera advisors, satisfaction now ranks among all-time highs with an overall satisfaction score of 4.7 out of 5 stars, based on over 23,000 reviews, Cetera said.

Also, Cetera’s Net Promoter Score — a measure of clients’ willingness to make referrals — is now 53, Cetera said, noting an NPS over 50 is considered excellent.

Cetera is also “accelerating the delivery of its digital experience and technology roadmap, with a focus on providing solutions designed to simplify and streamline core business activities for financial professionals and their teams, enhance the end-client digital experience to drive retention and acquisition, and enable business success through a unique and differentiated approach to growth,” it said.

Cetera oversaw about $330 billion in assets under administration and $116 billion in assets under management as of March 31, it said.