Cetera and Regions Bank Renew Decade-Long Partnership, Unlocking New Levels of Success

In a strategic move that solidifies their long-standing collaboration, Cetera Financial Group, the premier financial advisor Wealth Hub, and Regions Bank have announced the renewal of their networking agreement. This partnership, which has been in place for over a decade, has delivered industry-leading results and is poised to reach new heights of success.

Powering Wealth Management Solutions for Regions Bank Clients

Strengthening a Decade-Long Relationship

The renewed agreement between Cetera and Regions Bank is a testament to the success and value that their collaboration has brought to both organizations. For more than 10 years, Cetera has been a trusted partner, providing strategic support and innovative solutions to Regions Bank's investment program. This partnership has enabled Regions Bank to serve its clients in new and innovative ways, aligning with the bank's mission of helping clients build, preserve, and protect their wealth.

Driving Growth and Retention

The renewal of the networking agreement follows a flurry of additional financial institution renewals for Cetera Financial Institutions. With nearly 40 renewals signed through July 2024, Cetera's current retention rate stands at an impressive 99 percent for all institutions. This remarkable achievement underscores the value that Cetera brings to its financial institution partners, as they continue to entrust their business to the Cetera team.

Celebrating Milestones and Expanding Partnerships

The renewed partnership with Regions Bank comes as Cetera Investment Services celebrates its 40-year anniversary. This significant milestone is further bolstered by the recent announcement of a new affiliation with California Coast Credit Union, showcasing Cetera's ongoing commitment to expanding its reach and delivering exceptional wealth management solutions to a growing client base.

Empowering Regions Bank's Investment Solutions

Regions Investment Solutions, a comprehensive investment services offering for individuals and businesses, will continue to be supported by Cetera's dedicated financial advisors and licensed branch bankers. Through this collaboration, Regions Bank clients will have access to a wide range of securities, insurance, and advisory services, all tailored to meet their unique financial needs and goals.

Shared Vision and Commitment to Client Success

The renewal of the agreement between Cetera and Regions Bank is a testament to the shared vision and commitment to client success that underpins their partnership. Cetera's dedication to providing thoughtful and strategic support, coupled with Regions Bank's focus on helping clients build, preserve, and protect their wealth, has created a synergistic relationship that continues to deliver exceptional results.

Cementing a Meaningful Collaboration

"We are pleased to renew our meaningful collaboration with Regions Bank and look forward to working together and taking our growth of Regions Investment Solutions to new levels of success," said LeAnn Rummel, president and CEO of Cetera Investment Services. "We welcome this opportunity to advance our well-established program and results with Regions for the long term. Thank you to the Regions Bank team for entrusting their business to us and to the Cetera Financial Institutions team for the dedication and commitment to Regions."

Regions Bank's Perspective on the Renewed Partnership

"For more than 10 years, Cetera has thoughtfully and strategically supported our investment program, helping us serve our clients in new and innovative ways," said Jim Nonnengard, Executive Vice President at Regions Bank. "At Regions, we focus on helping clients build, preserve and protect their wealth, and Cetera is a meaningful resource that supports our mission. We are proud to renew our agreement and look forward to deepening our work with the entire team at Cetera Financial Institutions."