Cetera Financial Institutions’ Relationship Managers Obtain Certified Wealth Strategist® Designations
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 their Relationship Managers have fulfilled the training and examination requirements to earn their Certified Wealth Strategist designation administered by Cannon Financial Institute.
Cetera Financial Institutions Earns Two Bank Insurance & Securities Association Technology Innovation Awards
Cetera Financial Institutions, a Cetera Financial Group® (“Cetera”)* firm focused exclusively on banks and credit unions, announced today that its DOL DynamIQs and Cetera Fastpath programs, were each awarded a Bank Insurance & Securities Association (BISA) Technology Innovation Award during the 2017 BISA Annual Convention.
Cetera Financial Group and Cetera Financial Institutions Welcome American Savings Bank to Cetera's Institutional Services 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 American Savings Bank (ASB), one of Hawaii’s leading financial institutions, has signed a contract to transition its wealth management program to the Cetera Financial Institutions platform.
Cetera Financial Group (Cetera)*, a leading network of independent firms supporting the delivery of objective retail financial advice, announced today that seasoned legal executive Brian A. Stern has been appointed General Counsel for Cetera Financial Group.
First Allied Securities, a Cetera Financial Group Firm, Assists Lifestyle Financial Advisors in Attracting $167 Million Independent Advisory Practice
First Allied Securities (First Allied), a leading independent broker dealer with more than three decades of history serving successful financial advisors, announced today that one of its affiliated independent financial advisory firms, Lifestyle Financial Advisors (“Lifestyle”) has completed the merger of the Laura A. Nagle independent advisory practice into their organization.
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