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Latest News  + Broker/Dealers  + Financial Advisory  + RIAs & Financial Advisors  | 
Cetera Unveils Crisis-Ready Emergency Planning, Communications Toolkit for Advisors 

Cetera Unveils Crisis-Ready Emergency Planning, Communications Toolkit for Advisors 

Cetera Financial Group has launched its Emergency Planning and Communications Kit (E-PACK), a set of resources crafted to assist financial advisors in guiding clients and ensuring business continuity during crises. The toolkit was created following last year’s hurricanes in Florida and inspired by the recent wildfires in Southern California. 

E-PACK includes a disaster recovery plan template, emergency response guidelines, client communication scripts, disaster preparation checklist, and charitable donation advice. 

“During times of uncertainty, clients often turn to their financial professional first for guidance, resources and reassurance,” said Cetera CMO and CCO Michael Zuna. 

This year, portions of the E-PACK were deployed during the California wildfires. 

Cetera oversaw more than $545 billion in assets under administration and $235 billion in assets under management as of September 30, 2024. 

Read More News Stories About: Cetera Holdings
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About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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