In his latest industry op-ed, Rich Whitworth discusses the importance of M&A expertise as the industry continues to evolve
Cetera Financial Institutions Names Britt Woods Vice President, Head of Relationship Management
Cetera® Financial Institutions (CFI), part of Cetera Financial Group® (“Cetera”)*, a leading network of independent firms supporting the delivery of professional financial advice through trusted financial advisors and financial institutions, today announced that industry veteran Britt Woods has joined CFI as Vice President, Head of Relationship Management, effective immediately.
Cetera Financial Group Continues Build-Out of Advice-Centric Solutions with Launch of New Advisory Platform
Cetera Financial Group® (Cetera)*, a leading network of independent firms supporting the delivery of objective retail financial advice, today announced the launch of the first of its new Advice Architect Ecosystem™ suite of tools for financial advisors and their clients: My Advice Architect™, a technology-driven, innovative investment solutions offering that provides advisors with a seamless and streamlined approach to conducting advisory business.
Cetera Financial Group Announces Appointment of Top Financial Services Industry Executive Maliz Beams to Parent Company’s Board of Directors
Cetera Financial Group (Cetera)*, a leading network of independent firms supporting the delivery of financial advice through independent advisors, today announced that established industry leader Maliz Beams has been named a member of the Board of Directors of its parent company, Aretec Group, Inc. (Aretec).
Cetera Financial Group and Cetera Financial Institutions Recruit Los Alamos National Bank to Financial Institutions Platform
Cetera Financial Group® (“Cetera”)*, a leading network of independent firms supporting the delivery of objective retail financial advice, and Cetera Financial Institutions today announced that Los Alamos National Bank (LANB) will transition its retail wealth management program to the Cetera Financial Institutions platform, with additional assets expected to be on-boarded in the coming months.
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