#United States #San Diego #Retirement Planning #Cetera Financial #Advanced Time Segmentation

Cetera and Advanced Time Segmentation Forge a Strategic Alliance

In a move set to transform the landscape of retirement income planning, Cetera Financial Group has announced a joint venture with Advanced Time Segmentation (ATS). This collaboration aims to merge Cetera's advisor-first methodology with ATS's cutting-edge artificial intelligence technology, designed specifically to address the retirement income challenge many clients face today.

Innovative Solutions Tailored for Advisors

The newly launched joint venture will provide Cetera-affiliated advisors with exclusive access to ATS’s proprietary framework. This innovative and goal-based investment planning system is crafted to align clients' assets with their specific income needs, effectively mitigating the impact of market volatility.

Christian Mitchell, President of Cetera Solutions, expressed enthusiasm about the collaboration, highlighting its significance in safeguarding clients' retirement savings. He stated, “Collaborating with ATS gives advisors a powerful tool to help protect retirement savings from market downturns while seeking to minimize risks for clients.” The initiative is not just about leveraging technology; it’s also about empowering advisors to lead with value and to deliver improved peace of mind to their clients.

AI-Powered Planning for Greater Efficiency

A central feature of this venture is ATS's AI-powered QuickStart engine, which enables advisors to construct retirement income strategies that are not only robust but also personalized. This system allows financial professionals to quickly showcase how their clients’ assets can effectively support their retirement goals, all within mere minutes.

Key functionalities of the QuickStart engine include:

• - AI Voice Assistant: Advisors can now create comprehensive retirement plans with simple voice commands, which significantly streamlines the planning process.
• - QuickStart Planning: The AI can define fees, customize segments, and calculate income swiftly, eliminating the tedious need for spreadsheets or manual data entry.
• - Advanced Household Income Modeling: This feature accommodates complex financial situations, effectively closing income gaps with precision.
• - Real-Time Adjustments: Plans can be updated in real-time to reflect changing client needs, ensuring that strategies remain relevant and effective.
• - Compliance-Ready Outputs: All generated plans are immediately downloadable and compliant, ready to be shared with clients without any additional hassle.

Enhancing Client Relationships and Advisor Loyalty

This strategic partnership is not only designed to improve planning efficiency but also to bolster trust and loyalty between advisors and their clients. The comprehensive support system includes coaching, eLearning modules, live training, and strategic consulting, all aimed at helping advisors successfully implement these advanced planning tools.

Paul Escudero, Managing Director at ATS, underscored the importance of this collaboration, stating, “This collaboration brings our time-tested planning methodology to an even broader advisor community at a time when market volatility has made clarity and confidence a top priority for advisors' clients.”

The Future of Retirement Planning

As the financial landscape continues to evolve, Cetera and ATS are committed to enhancing client outcomes and ensuring advisors can effectively navigate the complexities of retirement planning. With over $554 billion in assets under administration, Cetera remains a quintessential leader in empowering independent advisors through advanced technology and tailored solutions.

To learn more about how Advanced Time Segmentation is addressing the retirement income challenge, visit their website at https://cetera.com/advanced-time-segmentation. This collaboration signifies a pivotal advancement for financial advisors, setting new standards in retirement planning while emphasizing the essential role of technology in delivering comprehensive financial solutions.