Cetera Wins Two Wealthies Awards for Retirement Tech and DEI Initiatives — Cetera Financial Group, Inc.

Event summary

Cetera's Wealth Bridge Participant Dashboard won the 2026 Wealthies Award in the Retirement Plan Support category.
Cetera's Inclusive Growth Network won the 2026 Wealthies Award in the Thought Leadership category.
Wealth Bridge now covers $10 billion in retirement plan assets and 230,000 participants across seven major recordkeepers.
Cetera was also a finalist in three other categories: Practice Management, Technology, and Corporate Leader of the Year.

The big picture

Cetera's wins highlight the growing importance of technology in retirement planning and the increasing focus on diversity, equity, and inclusion (DEI) in the wealth management industry. With $688 billion in assets under administration and $330 billion in assets under management, Cetera is positioning itself as a leader in advisor support and thought leadership. The awards reflect broader industry trends toward integrated wealth solutions and community-driven cultures.

What we're watching

Advisor Engagement: How Cetera's Wealth Bridge will scale its reach and impact on advisor-client relationships.
DEI Impact: Whether the Inclusive Growth Network can drive measurable business success for advisors.
Industry Trends: The pace at which retirement plan participants demand holistic wealth management support.