Browsing Tag
Cetera Financial Group
26 posts
Nationwide Welcomes New Leaders, Income Lab Launches AI Scribe
Plus, news from PensionBee, Hightower Advisors, Ascensus, Sharebuilder 401k, and more
Cetera Adds $265M Firm from Osaic
Advisors Matthew and Christopher Callero say they chose Cetera for its organic and inorganic growth resources
Strongpoint Welcomes BEI, Cetera Debuts AI Suite
The latest news from Strongpoint, Cetera, Hightower, Creative Planning, and more
Cetera Unveils Alternative Investments Allocation Models
The initial set includes six alternative funds with exposure to private equity, private credit, and private real estate investments
Cetera Announces New RIA Platform and Hire
Industry executive will lead the latest platform, which currently oversees $33.5 billion in client assets
Cetera Launches Emergency Planning Guide for Financial Professionals
The set of resources helps advisors support clients impacted by natural disasters and emergencies
Cetera and Wealth.com to Offer Estate Planning Tech
The partnership comes at a time when more advisors look for services to help support them and clients during the Great Wealth Transfer
Cetera Financial Group CEO to Retire at Year-End 2024
Cetera Holdings CEO Mike Durbin will step in to lead both brands
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
Corporate Roundup: PensionBee Expands to U.S., JULY Acquires TPA
Our corporate roundup this week features news from PensionBee, JULY, PCS Retirement, and more