Cetera Offers Retirement Income Option to Advisers

Cetera-affiliated retirement plan advisers can access the option for retirement income strategies. 


Cetera Financial Group announced that financial advisers affiliated with the company can access a retirement income-planning option for clients.

Advanced Time Segmentation aims to deliver to advisers “a concrete solution to a traditionally daunting challenge for financial professionals—helping their clients generate sustainable, lifetime income,” says Andy Gill, head of strategy and solutions at Cetera. 

The firm adds that advisers who are using the retirement income option are outpacing their peers in business growth, as measured by a subset of Cetera-affiliated financial professionals. The firm finds that advisers using ATS report growing their assets under management by 41%, and their assets under administration by 27% year over year, compared to 28% and 20%, respectively, for those not using ATS.

“Financial professionals using ATS are retirement income experts who are well equipped to calm clients’ fears of running out of money in retirement,” adds Paul Escudero, director, Advanced Time Segmentation.