Cetera Financial Group says Numerica Credit Union will bring its investment program to Cetera Financial Institutions.
Numerica, which is based near Spokane, Washington, was formerly affiliated with CUSO Financial Services and manages $200 million in client assets, according to Cetera.
With Cetera Financial Institutions, Numerica will have access to tools, technologies and solutions including AdviceWorks and Growth360. AdviceWorks is a platform for financial professionals and members, while Growth360 is a methodology aimed at helping financial professionals learn from and incorporate the strategies of their fastest-growing peers, according to Cetera.
“Cetera has a long-standing reputation for helping banks and credit unions offer innovative investment services and solutions,” Carla Cicero, Numerica president and chief executive officer, said in a statement.
“We are confident that Cetera and Numerica coming together will bring even more value to our members,” she added.
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