The Wealth Bridge Participant Dashboard took the prize for Retirement Plan Support and Advisor Services. By consolidating data from seven major recordkeepers, the tool allows advisors to analyze approximately $10 billion in assets across 230,000 participant accounts. Jon Anderson, head of workplace and retirement solutions, noted that the platform is designed to move beyond traditional retirement planning by connecting participant data to broader wealth management conversations.
Cetera Secures Two Wealthies Awards for Advisor Innovation
Cetera claimed two top honors at the 2026 Wealth Management Industry Awards in New York City, receiving accolades for its Wealth Bridge Participant Dashboard and the Inclusive Growth Network. The wins highlight the firm's strategic focus on integrating data-driven retirement services with advisor-led diversity and inclusion initiatives.
Simultaneously, the firm’s Inclusive Growth Network earned the award for Thought Leadership. This initiative centers on Advisor Resource Groups and the Collective Growth Series, providing a structured environment for advisors to share insights and build capabilities. Samone Word, senior manager for diversity, equity, inclusion, and belonging, credited the win to the collaborative culture fostered through these networks. The 2026 awards gala, held at Cipriani 42nd Street, featured a record 1,392 nominations, marking a significant increase in competition for the program.
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