Cetera Financial Institutions is ratcheting up the services it provides to the banks and credit unions it serves as broker-dealer.
In an exclusive interview with Bank Investment Consultant, Steve Dunlap, Cetera Financial Group's executive vice president of wealth management, disclosed that the firm will offer advisors expanded trust services as well as support with multi-generational family planning, thanks to a new strategic partnership with regional financial services firm BOK Financial Corp.
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