Cetera Financial Group Launches Transformative Business Development Strategy to Support Advice-Centric Experience Model; Appoints Michael Murray Head of Business Development
Cetera announces launch of its transformative new business development strategy. As part of the company’s launch of this new strategy, Cetera has announced the appointment of Michael Murray to the role of Head of Business Development.
Cetera Financial Group Congratulates Summit Brokerage Services on Top Rating by WealthManagement.com
Congratulations Summit Brokerage Services for receiving the highest scores across multiple categories in WealthManagement.com’s 2018 Independent Broker-Dealer Report Card.
Cetera Financial Institutions Integrates Web-Based Insurance Portal with Leading Financial Planning Software to Support Advice-Centric Experience Model
Cetera and Cetera Financial Institutions today announced the rollout of enhanced integration features between CFI’s instance of the MoneyGuidePro© financial planning software suite and its web-based insurance purchasing portal.
Cetera Financial Group Congratulates Carson Wealth and Exemplar Financial Network for Recognition in InvestmentNews’ 2018 Best Places to Work for Financial Advisers
Cetera today congratulated two of its affiliated advisory practices, Carson Wealth and Exemplar Financial Network, for their recognition in InvestmentNews’ first-ever list of the nation’s Best Places to Work for Financial Advisers.
Cetera Financial Group Congratulates Professionals Recognized in Forbes 2018 Rankings of America's Top Advisors
Cetera congratulates its affiliated financial advisors who have been named to the Forbes Best-in-State Wealth Advisors List for 2018.
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