Since mid-May, the $2.4 billion AUM firm has launched programs providing education and support to recently retired individuals, next-gen investors and student athletes.
Nationwide's Kristi Rodriguez looks forward regarding retirement income, next-gen clients and how to recruit diverse talent to the financial services industry.
Several industry observers close to Cetera say the timeline is set and former Fidelity executive Mike Durbin, CEO of the holding company, will take control of the firm after an upcoming recapitalization with private equity owner Genstar.
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