Cetera Introduces Bitcoin ETF Policies and Guidelines for Financial Professionals – cryptonews.com

By Crypto Gloom On Mar 17, 2024

Cetera is one of the first wealth management firms to offer comprehensive education, training and resources for this fast-growing investment product.

The policy indicates a “cautious acceptance” of: Bitcoin ETFs and the latest Cetera products help financial professionals best serve their clients and strategically grow their businesses.

San Diego, March 14, 2024 /PRNewswire/ — Cetera Financial Group (Cetera), a leading financial advisory Wealth Hub, today announced the introduction of new policies regarding the use of assets. Bitcoin ETFs in brokerage accounts. This policy includes training and resources designed to help affiliated finance professionals guide their clients through the integration process. Bitcoin Include ETFs in your investment portfolio. Cetera is one of the first asset management companies to announce an official policy: Bitcoin Because exponentially more investors are exploring and investing in ETFs, Bitcoin.

(PRNewsfoto/Cetera Financial Group) (PRNewsfoto/Cetera Financial Group)

“As expected, we are taking it cautiously. Bitcoin “ETFs and we have made it a priority to develop important guidance to help financial professionals implement these products in their client portfolios.” mat price, Head of Investment Products and Partner Solutions at Cetera. “Today’s investors have increasingly complex needs, and our investment products team is here to support financial professionals across the investment spectrum. We will continue to actively evaluate the impact. Bitcoin We look forward to selecting ETFs and related products, modifying policies accordingly, and working with financial professionals to ensure adoption. Bitcoin Use ETFs when appropriate for your clients.”

Cetera has approved the use of the following locations: Bitcoin ETF: Invesco Galaxy Bitcoin ETF (BTCO), Franklin Bitcoin ETF (EZBC), Fidelity Wise Origin Bitcoin Fund (FBTC) and Blackrock iShares Bitcoin Trust (IBIT). Selected funds are backed by leading ETF providers with a track record of successfully launching new product strategies and have established resources, tools and knowledge. Training for financial professionals will be available starting December 2019 on Cetera’s award-winning AdviceWorks portal. March 25th.

Cetera’s new program follows exponential growth. Bitcoin ETFs among investors. About 50 million people own one. Bitcointoday February 2024Depending on the number of unique addresses with non-zero balances Bitcoin. This is an increase of 20 million users compared to 2023.

For more information, visit www.cetera.com.

About Cetera

Cetera Financial Group, owned by Cetera Holdings (collectively Cetera), is a leading financial advisory asset hub where financial advisors and institutions optimize control and value creation. Breaking away from the commoditized and homogeneous IBD model, Cetera provides financial professionals and institutions with cutting-edge solutions, support and services to help them grow, expand or transform through mergers, sales, investments or succession planning. Cetera is proud to serve independent financial advisors, tax professionals, licensed managers, and large corporations as well as institutions such as banks and credit unions, providing an established, repeatable blueprint for scalable growth.

With a team of over 12,000 financial experts, Cetera $475 billion assets under management and $190 billion Among assets currently under management December 20, 2023. In a recent advisory satisfaction survey of over 32,000 reviews, Cetera’s Voice of Customer (VoC) program actively measures advisor experience and satisfaction 24/7. Currently rated 4.8 out of 5 stars.

Visit www.cetera.com and follow Cetera on LinkedIn and YouTube. Twitter And Facebook.

“Cetera Financial Group” means a network of independent retail companies including Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (sold as Cetera Financial Institutions or Cetera Investors) and Cetera Financial Specialists LLC. All firms are members of FINRA/SIPC. Location: 655 W. Broadway, 11th floor, San Diego, California 92101.

Important public information

Cetera does not provide direct investment, endorsement or advice regarding: Bitcoin or whatever cryptocurrency call.

Investors should carefully consider the investment objectives, risks, charges, and expenses. This and other important information is contained in the prospectus and summary prospectus, which can be obtained from your financial professional, and should be read carefully before investing.

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