Cetera Investment Services Announces Renewed Relationship with Regions Bank
Cetera Financial Group announced the renewal of its networking agreement with Regions Bank through Cetera Financial Institutions. The collaboration, which began in 2013, supports Regions Investment Solutions in providing comprehensive investment services. The renewal follows nearly 40 financial institution renewals through July 2024, maintaining Cetera Financial Institutions' 99% retention rate. Cetera Investment Services, celebrating its 40-year anniversary, continues to expand its partnerships, recently adding California Coast Credit Union to its network of over 450 banks and credit unions.
Cetera Financial Group ha annunciato il rinnovo del suo accordo di networking con Regions Bank attraverso Cetera Financial Institutions. La collaborazione, iniziata nel 2013, supporta Regions Investment Solutions nella fornitura di servizi di investimento completi. Il rinnovo segue quasi 40 rinnovi di istituzioni finanziarie entro luglio 2024, mantenendo il tasso di retention del 99% di Cetera Financial Institutions. Cetera Investment Services, che celebra il suo 40° anniversario, continua ad espandere le sue collaborazioni, aggiungendo recentemente California Coast Credit Union alla sua rete di oltre 450 banche e credit union.
Cetera Financial Group anunció la renovación de su acuerdo de networking con Regions Bank a través de Cetera Financial Institutions. La colaboración, que comenzó en 2013, apoya a Regions Investment Solutions en la prestación de servicios de inversión integrales. La renovación sigue a casi 40 renovaciones de instituciones financieras hasta julio de 2024, manteniendo la tasa de retención del 99% de Cetera Financial Institutions. Cetera Investment Services, que celebra su 40° aniversario, continúa expandiendo sus asociaciones, recientemente añadiendo California Coast Credit Union a su red de más de 450 bancos y cooperativas de crédito.
Cetera Financial Group는 Cetera Financial Institutions를 통해 Regions Bank와의 네트워킹 계약 갱신을 발표했습니다. 2013년에 시작된 이 협력은 Regions Investment Solutions이 종합 투자 서비스를 제공하는 데 지원합니다. 갱신은 2024년 7월까지 거의 40개의 금융 기관 갱신을 따르며, Cetera Financial Institutions의 99% 유지율을 유지하고 있습니다. 40주년을 맞이한 Cetera Investment Services는 최근 450개 이상의 은행 및 신용 조합 네트워크에 California Coast Credit Union을 추가하며 파트너십을 확장하고 있습니다.
Cetera Financial Group a annoncé le renouvellement de son accord de réseau avec Regions Bank par le biais de Cetera Financial Institutions. La collaboration, qui a débuté en 2013, soutient Regions Investment Solutions dans la fourniture de services d'investissement complets. Le renouvellement fait suite à près de 40 renouvellements d'institutions financières jusqu'en juillet 2024, maintenant le taux de fidélisation de 99% de Cetera Financial Institutions. Cetera Investment Services, qui célèbre son 40e anniversaire, continue d'étendre ses partenariats, ajoutant récemment California Coast Credit Union à son réseau de plus de 450 banques et coopératives de crédit.
Cetera Financial Group hat die Erneuerung seiner Netzwerkvereinbarung mit Regions Bank über Cetera Financial Institutions bekannt gegeben. Die Zusammenarbeit, die 2013 begann, unterstützt Regions Investment Solutions bei der Bereitstellung umfassender Investmentdienstleistungen. Die Erneuerung folgt auf fast 40 Erneuerungen von Finanzinstituten bis Juli 2024 und hält die 99%ige Beibehaltungsquote von Cetera Financial Institutions aufrecht. Cetera Investment Services, das sein 40-jähriges Jubiläum feiert, erweitert weiterhin seine Partnerschaften und hat kürzlich die California Coast Credit Union zu seinem Netzwerk von über 450 Banken und Kreditgenossenschaften hinzugefügt.
- 99% retention rate for financial institutions through July 2024
- Successful renewal of major banking partnership (Regions Bank)
- 40 financial institution renewals secured through July 2024
- Network expansion with new partnership (California Coast Credit Union)
- None.
Insights
The renewal of the networking agreement between Regions Bank and Cetera Financial Group represents a significant strategic partnership continuation in the wealth management sector. With Regions Bank being a major regional financial institution and Cetera's impressive
The firms' collaboration achieved significant success since inception in 2013 and is renewed to continue delivering industry-leading results
"We are pleased to renew our meaningful collaboration with Regions Bank and look forward to working together and taking our growth of Regions Investment Solutions to new levels of success," said LeAnn Rummel, president and CEO of Cetera Investment Services. "We welcome this opportunity to advance our well-established program and results with Regions for the long term. Thank you to the Regions Bank team for entrusting their business to us and to the Cetera Financial Institutions team for the dedication and commitment to Regions."
Regions Investment Solutions provides comprehensive investment services for individuals and businesses through dedicated financial advisors and licensed branch bankers. Securities and insurance products are offered through Cetera Investment Services LLC, and advisory services are offered through Cetera Investment Advisers LLC.
"For more than 10 years, Cetera has thoughtfully and strategically supported our investment program, helping us serve our clients in new and innovative ways," said *Jim Nonnengard, Executive Vice President at Regions Bank. "At Regions, we focus on helping clients build, preserve and protect their wealth, and Cetera is a meaningful resource that supports our mission. We are proud to renew our agreement and look forward to deepening our work with the entire team at Cetera Financial Institutions."
The renewed networking agreement with Regions Bank follows a flurry of additional financial institutions renewals. With nearly 40 renewals signed through July 2024, Cetera Financial Institutions' current retention rate is 99 percent for all institutions. In addition, Cetera Investment Services is celebrating its 40-year anniversary this year, and recently announced a new affiliation with California Coast Credit Union.
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About Cetera
Cetera Financial Group, which is owned by Cetera Holdings (collectively, Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to approximately 12,000 financial professionals and their teams, Cetera oversees more than
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, X, and Facebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor,
*Registered representatives offering securities and insurance through Cetera Investment Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity.
Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
About Regions Financial Corporation
Regions Financial Corporation (NYSE:RF), with
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SOURCE Cetera Financial Group
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