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Cetera Unveils Active ETF Research Select List for FAs

Cetera Unveils Active ETF Research Select List for FAs

Cetera Financial Group announced that Cetera Investment Management, the firm’s registered investment advisor, launched an Active Exchange Traded Funds Research Select List available to Cetera-affiliated professionals.

The list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, giving Cetera financial professionals a vetted list of recommendations in a rapidly growing investment segment, the firm said.

“We are proud to become one of only a handful of firms offering an active ETF recommended list to help educate our advisors about this growing investment structure,” said CIO Gene Goldman. “We knew our affiliated professionals needed a tool to better understand the ETFs available to offer the best possible guidance to their clients – and today we have delivered that crucial tool.”

Cetera Financial Group, which is owned by Cetera Holdings, oversaw more than $475 billion in assets under administration and $190 billion in assets under management, as of December 20, 2023.

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.