What is a Diversification? What Tips Do You Offer Your Client to Ensure Their Portfolio is Diverse?
Tori Gutierrez, Investment Adviser Representative states, "Diversification is the act of investing in a variety of different areas in order to reduce the overall risk of your portfolio."
Cetera Financial Professionals Recognized as Barron's Top 1,200 Financial Advisors
Barron's has released its 2021 Top Advisor Rankings by State. Please join us in congratulating the Cetera financial professionals who have been named to the respected list this year.
John Pierce: The Benefits of Private Ownership in Times of Volatility
Markets can turn on a dime, though perhaps after the market’s recent swings, it may be more appropriate to say they turn on a meme. This volatility demonstrated that even the most iconic companies are not immune from the effects of attention-grabbing investment trends. Sometimes it can even feel perilous to be publicly owned.
Cetera Continues Growth Momentum With Series of Recruiting Wins
After a flurry of recent deals involving top financial professionals from around the industry, Cetera continued its recruiting momentum in February with the addition of several new affiliates and $1.7 billion in new assets.
Cetera Congratulates Financial Professionals for Forbes 2021 Best-In-State Wealth Advisors Award
Forbes recently announced its 2021 Best-In-State Wealth Advisor Award Honorees. We would like to take a moment to congratulate the Cetera representatives among the elite financial professionals featured on the list:
SIMON and Cetera Launch Innovative Access to Annuity Solutions
SIMON and Cetera Launch Innovative Access to Annuity Solutions Cetera enlists SIMON to deliver streamlined annuities education, marketplace, and analytics to its national network of financial professionals.
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals—Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients
Envestnet and Cetera Renew Agreement
Firms align to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Moody’s Upgrades Outlook for Aretec
Moody’s Affirms Aretec’s Ratings, Upgrades Outlook for Aretec, Cetera’s Parent Company
Cetera and Riskalyze form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Cetera and Riskalyze form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Cetera’s Jeannie Finkel Recognized as Honoree in Ragan’s Top Women in HR Awards
Cetera’s Chief Human Resources Officer, Jeannie Finkel, has been named as an honoree for Ragan’s 2020 Top Women in HR Awards in the Leadership category. Finkel joins a powerful list of women who are leading the charge in human resources and ensuring that quality, productivity and morale are at their highest.
Results Are In: Connect@Home Experience Exceeds Expectations with Record Speaker Ratings and Engagement
Cetera, a leading financial advice network with more than 8,000 professionals nationwide, successfully concluded its inaugural Connect@Home experience, a virtual, completely reimagined on-demand version of its annual award-winning Connect conference for Cetera affiliates.
2020 Financial Times Top 401 Retirement Advisors
The Financial Times 401 Top Retirement Advisors aims to provide a list of elite plan advisors in the U.S. who specialize in advising employers on their defined contribution (DC) plans. Those recognized meet strict criteria and the median DC plan assets of this year’s FT 401 was $800 million.
Cetera Recognized as Winners for Wealthies Circle 2020 All-Virtual Industry Award
We would like this article posted in the Latest News section highlighting three Cetera affiliated financial professionals for winning the FSI 2020 Advocacy Circle of Excellence award.
Cetera’s Insurance Tech Integration Drives Growth
Cetera’s financial professionals have demonstrated a true passion for helping people protect hard-earned income and savings against unforeseen situations.
Cetera Expands Recruiting Team
Cetera has announced the expansion of its business development team with two new recruiting leaders, James Flewelling, Senior Recruiter and Paul Baldovin, Internal Sourcing.
Cetera Congratulates FSI’s 2020 Advocacy Circle of Excellence Honorees and the Stephen R. Kareta Excellence in Advocacy Award
FSI recently announced its 2020 Advocacy Circle of Excellence Honorees, and we would like to take a moment to congratulate the Cetera representatives among the elite professionals who are top advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy for our profession.
Cetera Welcomes First Western Bank & Trust
Cetera has announced its newest bank, First Western Bank & Trust has joined its banking division, Cetera Investment Services. First Western Bank & Trust was founded by the Hoeven family and has been a community bank in operation since 1964.
Cetera Announces 2020 Retirement Plan Advisory Council
Cetera has announced its 2020 retirement plan advisory council. The council’s mission is to provide Cetera and its management with observations, suggestions, and guidance regarding the best possible tools, resources, and education available in the retirement plan marketplace with the goal of delivering clients a best-in-class experience.
Cetera’s Connect National Conference Scores Repeat Stevie Award
Cetera’s Connect19 conference, a premiere conference for financial professionals was awarded a 2020 Silver Stevie® Award. Winners will be celebrated later this year during a virtual American Business Awards® ceremony on Wednesday, August 5.
Former Marines Join Cetera
Former Marines Join Cetera, Bringing Approximately $137 Million in Assets Under Management
Bank Investment Consultant Recognizes Alex Sarafianos, Phil Hurst & Rich Koll as Top 30 Program Managers for 2020
Three Cetera-affiliated program managers were awarded a spot in Bank Investment Consultant (BIC) Top 30 Program Managers.
Q&A with Adam Antoniades: Leaning Into Disruption
The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.
Cetera Advisor, Paul Ewing, Named to 2020 Financial Times Top 400 List
Cetera is pleased to announce Paul E. Ewing of Propserity Advisor Group, Overland Park, KS (affiliated with Cetera Advisors) was recognized on the Financial Times 400 List. Recognizing top financial professionals from across the U.S., the list groups best-in-class professionals by state or territory.
AdviceWorks Platform Wins BISA 2020 Technology Innovation Award
Cetera’s AdviceWorks™ platform was awarded the 2020 BISA Technology Innovation Award. The award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation.
PE Ownership Offers Advantages Amidst Uncertainty
Cetera CEO Adam Antoniades shares his perspective on why the right private equity partner can help to win new opportunities during market disruption.
Cetera Financial Professionals Recognized as Barron’s Top 1,200 Financial Advisors
Barron’s has released its 2020 Top Advisor Rankings by State. Please join us in congratulating the Cetera network advisors who have been named to the prestigious list this year.
Moody’s Affirms Corporate Family Rating for Aretec
A ratings action taken by credit rating agency Moody’s Investors Service has affirmed the B3 corporate family rating (CFR) for Aretec, Cetera’s parent company.
Cetera Adds Fintech Veteran Lori Hardwick to Board of Directors
Cetera has added an additional board of directors’ seat and appointed 25-year financial services veteran, Lori Hardwick, as its newest Board Member.
Update: COVID-19 Response
In this rapidly evolving situation, we have taken several steps to ensure our employees, processes, partners and technologies remain capable of providing reliable, uninterrupted service during the COVID-19 pandemic.
We’re actively monitoring the COVID-19 virus outbreak to take preventive measures and prepare for potential impacts.
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.