Cetera announced today that Robert “RJ” Moore is stepping down as its Chief Executive Officer, effective March 31, due to health reasons, but will continue to serve as an advisor to the Board and the executive management team.
Cetera Enhances Retirement Plan Advisory Platform to Include Advice Delivery for Health Savings Accounts
Cetera announced today that it is expanding its Retirement Plan Advice & Consulting Platform to include the delivery of advice to Health Savings Account (HSA) plans and other non-ERISA employer sponsored plans.
Cetera welcomes Jeannie Finkel as Chief Human Resources Officer for the organization, overseeing all aspects of human resources, including culture, employee engagement, organizational design, and talent management.
Cetera announces that it recruited more than 800 advisors with more than $5.3 billion in assets under administration over the course of 2018.
Cetera announces its technology innovation plans for the coming year, highlighting the firm's commitment to giving its growing network of financial advisors the tools and support to thrive in an ever-changing profession.
IF YOU'RE A MEMBER OF THE
NEWS MEDIA AND NEED ASSISTANCE,
PLEASE CONTACT CETERA FINANCIAL GROUP'S
PUBLIC RELATIONS AGENCY FINN PARTNERS AT