#USA #San Diego #Cetera Financial #BISA Award #ATS Solution

Cetera Financial Group Celebrates BISA Award Win

On March 17, 2026, Cetera Financial Group proudly announced that it had been recognized with the 2026 Bank Insurance & Securities Association (BISA) Technology & Innovation Award. This honor not only reaffirms Cetera's position as a leader in retirement income planning technology but also highlights the success of its proprietary Advanced Time Segmentation (ATS) solution. This marks the 12th consecutive year that Cetera has been acknowledged by BISA, bringing its total to 13 awards overall.

The Advanced Time Segmentation solution represents a groundbreaking approach to retirement planning, designed to support financial advisors in aligning their clients' assets with their specific income needs. ATS utilizes a combination of academic research and mathematical modeling to address several key retirement planning concerns, including income needs, inflation worries, and the unique risk profiles of clients. By generating client-approved reports, ATS simplifies complex retirement strategies into actionable insights for both financial advisors and their clients.

Exclusively provided through Cetera’s proprietary financial planning software, ATS is an integral component of the comprehensive tools available to advisors. It assists in illustrating the sources of retirement income for clients, enabling them to understand when and how that income will materialize throughout their golden years. Many users describe experiencing a