Cetera Strengthens Recruiting for Banks and Credit Unions
Cetera has named Connie Gregory its new SVP, Head of Broker-Dealer Development, overseeing national recruiting efforts for banks and credit unions and business development for Cetera's community institutions directors.
Two Cetera Firms Named 2019 Invest in Others Charitable Champions List for Top 20 Firms
No investment reaps more return than when we invest in the potential of others. Cetera is pleased to announce two firms were recognized on the 2019 Invest in Others Charitable Champions List.
HMC Partners Announces Affiliation with Cetera and Plans for Growth
HMC Partners, a North Carolina-based practice has joined Cetera® Advisor Networks LLC as part of the Summit Financial Networks region.
Adam Antoniades Promoted to Chief Executive Officer of Cetera
Cetera Financial Group announced today that Adam Antoniades has been appointed the firm’s Chief Executive Officer, and a member of the Board of Directors.
Patrick Jancsy Joins Cetera’s Wealth Management Team as Head of Advisory Business Consulting
Cetera announced today that Patrick Jancsy has joined its Wealth Management as Head of Advisory Business Consulting.
Andy Gill Joins Cetera as Chief Strategy and Execution Officer
Cetera announced today that Andy Gill, industry executive most recently with Charles Schwab, has joined the company with oversight for the Strategy, Marketing, Advisor Training and Education and Business Consulting teams.
Cetera Debuts MarketingCentral, Helping Advisors Drive Growth through a Powerful Marketing Solution
Built exclusively for financial advisors, Cetera has gone live with MarketingCentral, its new all-in-one marketing platform available to its network of financial advice professionals
Cetera Discusses Future of Innovation in Wealth Management at T3 Enterprise Conference
Los Angeles, CA - Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based technological transformation.
401(k) Participant Advice Now Available to Clients of Cetera’s Advisors Through New Fee-for-Service Payment Model
Los Angeles, CA- Cetera has announced that 401(K) participant advice is now available to clients of Cetera's advisors through its new fee-for-service payment model.
Natalia Reshetova Recognized as Rising Star Award Winner
Natalia Reshetova, a Senior Investment Analyst with Cetera, was one out of 40 winners nominated and chosen for Citywire USA’s Rising Star award in Manager Research.
Cetera Congratulates Financial Times’ Top 401 Retirement Advisors Honorees
Financial Times recently announced its 2019 list of Top Retirement Advisors—we’re congratulating the Cetera honorees among the elite professionals who specialize in advising on defined contribution (DC) plans.
Former FINRA Director David A. Greene Appointed General Counsel for Cetera
Cetera announced today that David A. Greene has joined the company as General Counsel. Greene will be based at the company headquarters in El Segundo and report directly to Cetera’s Chairman of the Board and Interim Chief Executive Officer, Ben Brigeman.
Caring Cetera Raises $210,000 for Youth on Record at Connect19 National Conference
Nearly four thousand financial advice professionals who gathered at Cetera’s second annual Connect conference, in Denver, combined with Cetera’s home office employees, raised funds for the Youth on Record organization through Caring Cetera.
Connect '19 Kicks Off
Cetera, the country’s leading financial advice firm, today announced the commencement of Connect19, its breakthrough annual conference for Cetera-affiliated advisors and financial industry leaders.
Two Cetera Advisors Named to 2019 Forbes Top Next Gen Wealth Advisors
With over 29,000 nominations received, Cetera is pleased to announce two financial advisors were recognized as 2019 Forbes Top Next Gen Wealth Advisors. The list features the country’s top next-gen advisors and represents the future of the wealth management industry.
Dustin TenBroeck Named Finalist to San Diego’s Top 40 Under 40
Wealth Advisor and President and Founder of Presidio Capital Management, Dustin TenBroeck CFP® has been named as a finalist for San Diego Business Journal’s 2019 Next Top Business Leaders Under 40 list.