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1 day ago

Cetera Financial Group Expands Its RIA Model with Matkovic Financial Group Acquisition Cetera Financial Group has successfully acquired Matkovic Financial Group, enhancing its wealth management services with an Indianapolis-based firm managing $135 million.

Cetera Financial Group Expands Its RIA Model with Matkovic Financial Group Acquisition #United_States #Indianapolis #Wealth_Management #Cetera_Financial #Matkovic_Financial_Group

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1 week ago

Cetera Appoints Ed O'Brien as COO to Drive Advisor Growth and Enhance Platform Capabilities Cetera announces the appointment of Ed O'Brien as the new COO, targeting accelerated advisor growth and enhanced capabilities for its platform.

Cetera Appoints Ed O'Brien as COO to Drive Advisor Growth and Enhance Platform Capabilities #United_States #San_Diego #Cetera_Financial #Advisor_Growth #Ed_O'Brien

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1 week ago

Cetera Financial Group Welcomes Cunningham Team, Enhancing Its Service Capabilities Cetera Financial Group has recently welcomed Cunningham Financial Group, overseeing around $200 million in AUA, focusing on personalized financial services and growth.

Cetera Financial Group Welcomes Cunningham Team, Enhancing Its Service Capabilities #United_States #Birmingham #Cetera_Financial #Summit_Financial #Cunningham_Financial

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2 weeks ago

Cetera Financial Group Receives Prestigious 2026 BISA Technology & Innovation Award for Advanced Time Segmentation Solution Cetera Financial Group has been awarded the 2026 BISA Technology & Innovation Award for its innovative Advanced Time Segmentation solution, marking a significant achievement in retirement income planning technology.

Cetera Financial Group Receives Prestigious 2026 BISA Technology & Innovation Award for Advanced Time Segmentation Solution #USA #San_Diego #Cetera_Financial #BISA_Award #ATS_Solution

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1 month ago

Veteran Financial Advisor Neil Henning Joins Cetera for Enhanced Support and Growth Cetera Financial Group welcomes Neil Henning, a seasoned advisor, to enhance client support and drive growth, transitioning from Commonwealth after over 23 years.

Veteran Financial Advisor Neil Henning Joins Cetera for Enhanced Support and Growth #USA #San_Diego #Cetera_Financial #Neil_Henning #Commonwealth_Financial

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2 months ago

Cetera's Strategic Acquisition Enhances Wealth Management Services in Texas Cetera continues to strengthen its RIA platform by acquiring Plains Wealth Management, enhancing its capabilities in wealth management and tax planning.

Cetera's Strategic Acquisition Enhances Wealth Management Services in Texas #USA #Houston #Cetera_Financial #Plains_Wealth #RIA_platform

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2 months ago

Cetera's Strategic Acquisition of Darnall Sikes Wealth Partners Enhances Its RIA Platform Cetera Financial Group has successfully acquired Darnall Sikes Wealth Partners, boosting their RIA model with nearly $2 billion in managed assets.

Cetera's Strategic Acquisition of Darnall Sikes Wealth Partners Enhances Its RIA Platform #USA #San_Diego #Wealth_Management #Cetera_Financial #Darnall_Sikes

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2 months ago

Forward Bank Rejoins Cetera Financial to Enhance Investment Services for Rural Communities Forward Bank has reestablished its partnership with Cetera Financial Institutions to strengthen investment services and support rural clients effectively.

Forward Bank Rejoins Cetera Financial to Enhance Investment Services for Rural Communities #USA #San_Diego #Cetera_Financial #Investment_Services #Forward_Bank

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2 months ago

Veteran Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL, Focusing on Growth and Independence Gregory Kearney, a seasoned financial advisor, makes a significant career move by joining Cetera after a 23-year tenure with LPL, aiming for growth.

Veteran Financial Advisor Gregory Kearney Joins Cetera After 23 Years with LPL, Focusing on Growth and Independence #United_States #Westport #LPL_Financial #Cetera_Financial #Gregory_Kearney

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2 months ago

Tom Gooley's Planned Retirement Marks a New Era for Cetera Financial Group Cetera's COO Tom Gooley announces his retirement, concluding a notable era of leadership. His contributions have laid a strong foundation for the company's future.

Tom Gooley's Planned Retirement Marks a New Era for Cetera Financial Group #United_States #San_Diego #Cetera_Financial #Avantax #Tom_Gooley

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3 months ago

Cetera Financial Group Welcomes Veteran Advisor David Bashaw to Its Team David Bashaw, a seasoned financial advisor with nearly 40 years at Commonwealth, joins Cetera Wealth Partners to enhance client service and support.

Cetera Financial Group Welcomes Veteran Advisor David Bashaw to Its Team #USA #San_Diego #Cetera_Financial #David_Bashaw #Commonwealth_Advisor

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5 months ago

Frank Mezzanotte Jr. Joins Cetera After 12 Successful Years with LPL Frank Mezzanotte Jr. transitions to Cetera from LPL after 12 years, bringing $126M in AUA and a client-first philosophy.

Frank Mezzanotte Jr. Joins Cetera After 12 Successful Years with LPL #USA #Cetera_Financial #Long_Island #Frank_Mezzanotte #FDM_Wealth_Management

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5 months ago

Gigi Schneppat Transition to Cetera: A Strategic Move for Growth Gigi Schneppat moves to Cetera after 15 successful years at Commonwealth, aiming for collaborative growth and enhanced client service.

Gigi Schneppat Transition to Cetera: A Strategic Move for Growth #United_States #San_Diego #Cetera_Financial #Gigi_Schneppat #Ironwood_Family_Wealth

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5 months ago

Cetera Embraces King Financial Network as Trusted Partner with Over $1.1 Billion in Assets Cetera proudly announces the integration of King Financial Network, led by Jim King Jr., expanding its family of advisors with over $1.1 billion in assets.

Cetera Embraces King Financial Network as Trusted Partner with Over $1.1 Billion in Assets #United_States #Cetera_Financial #Manalapan #King_Financial_Network #Jim_King_Jr.

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6 months ago

Peoples Bank Partners with Cetera to Enhance Investment Services for Clients Peoples Bank and Trust selects Cetera Financial Institutions to enhance its investment services program, prioritizing client service and strategic growth.

Peoples Bank Partners with Cetera to Enhance Investment Services for Clients #USA #San_Diego #Peoples_Bank #Cetera_Financial #Investment_Services

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7 months ago

Cetera Expands Reach with Veteran Financial Advisor Michael Zawatsky and Team Cetera Financial Group has welcomed Michael Zawatsky and his Oasis Asset Management Group, boasting around $600 million in assets under management.

Cetera Expands Reach with Veteran Financial Advisor Michael Zawatsky and Team #United_States #Cleveland #Cetera_Financial #Oasis_Asset #Michael_Zawatsky

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7 months ago

Matthew Flynn and the Sentia Wealth Team Join Cetera's Summit Financial Network to Foster Growth Matthew Flynn and his Sentia Wealth team with $228M in AUA have joined Cetera's Summit Financial Community, seeking growth and support.

Matthew Flynn and the Sentia Wealth Team Join Cetera's Summit Financial Network to Foster Growth #United_States #Cetera_Financial #Troy #Sentia_Wealth #Matthew_Flynn

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8 months ago

Cetera Welcomes New Affiliates with Nearly $450 Million in AUA Cetera Financial Group has recently welcomed several financial professionals, adding approximately $450 million in assets under administration.

Cetera Welcomes New Affiliates with Nearly $450 Million in AUA #United_States #San_Diego #Wealth_Management #Cetera_Financial #financial_advisors

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8 months ago

Cetera Teams Up with Advanced Time Segmentation for Innovative AI Solutions in Retirement Planning Cetera has partnered with Advanced Time Segmentation to provide financial advisors with AI-driven tools aimed at enhancing retirement income planning and improving client relationships.

Cetera Teams Up with Advanced Time Segmentation for Innovative AI Solutions in Retirement Planning #United_States #San_Diego #Retirement_Planning #Cetera_Financial #Advanced_Time_Segmentation

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9 months ago

Cetera Expands Brand with New RIA and Branches Channel Led by Jen Hanau Cetera Financial Group has launched a new Registered Investment Adviser (RIA) and Branches Channel to support independent financial advisors, headed by industry veteran Jen Hanau.

Cetera Expands Brand with New RIA and Branches Channel Led by Jen Hanau #USA #San_Diego #Cetera_Financial #RIA_Channel #Jen_Hanau

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11 months ago

The Retirement Planning Group Expands with Strategic Acquisitions in 2025 The Retirement Planning Group amplifies its growth strategy with three crucial acquisitions, enhancing service capabilities across key states in 2025.

The Retirement Planning Group Expands with Strategic Acquisitions in 2025 #United_States #Wealth_Management #Cetera_Financial #Retirement_Planning_Group #Binghamton,_San_Ramon,_Seattle

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11 months ago

Cetera's New Emergency Planning Kit Aims to Support Financial Advisors During Crises Cetera Financial Group launches an Emergency Planning and Communications Kit to help financial advisors effectively support clients during crises and ensure business continuity.

Cetera's New Emergency Planning Kit Aims to Support Financial Advisors During Crises #USA #San_Diego #Cetera_Financial #financial_advisors #Emergency_Kit

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1 year ago

Cetera Financial Group and Bank of Hawai'i Form Key Partnership for Enhanced Investment Services Cetera Financial Group and Bank of Hawai'i have joined forces to elevate investment services. The collaboration aims to enhance wealth management experiences for clients through advanced technology and personalized financial advice.

Cetera Financial Group and Bank of Hawai'i Form Key Partnership for Enhanced Investment Services #United_States #San_Diego #Cetera_Financial #Bank_of_Hawai'i #Bankoh_Advisors

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1 year ago

Cetera Financial Group's GrowthLine Shines at 2025 BISA Awards with Tech Innovation Cetera Financial Group earns the 2025 BISA Technology Innovation Award for its GrowthLine marketing platform, enhancing advisor efficiency and growth.

Cetera Financial Group's GrowthLine Shines at 2025 BISA Awards with Tech Innovation #United_States #San_Diego #Cetera_Financial #GrowthLine #BISA_Award

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1 year ago

Cetera Financial Group Completes Strategic Acquisition of Concourse Financial Group Securities, Enhancing Client Services Cetera Financial Group has successfully closed its acquisition of Concourse Financial Group Securities, enhancing its position in the financial services market and expanding its asset portfolio significantly.

Cetera Financial Group Completes Strategic Acquisition of Concourse Financial Group Securities, Enhancing Client Services #USA #San_Diego #Cetera_Financial #Concourse_Financial #Protective_Life

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1 year ago

Cetera Financial Group Partners with Mainstreet Credit Union to Enhance Investment Services Cetera Financial Group has formed an alliance with Mainstreet Credit Union, aiming to strengthen its investment offerings for over 56,000 members.

Cetera Financial Group Partners with Mainstreet Credit Union to Enhance Investment Services #United_States #Kansas_City #Cetera_Financial #Mainstreet_Credit

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1 year ago

Cetera Financial Group Welcomes New Team with Over $250 Million AUA to Strengthen Wealth Partners Cetera Financial Group has expanded by welcoming Corporate Plans Retirement Strategies LLC, which brings $250 million AUA, enhancing its wealth partners.

Cetera Financial Group Welcomes New Team with Over $250 Million AUA to Strengthen Wealth Partners #USA #White_Plains #Wealth_Partners #Cetera_Financial #Corporate_Plans

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1 year ago

Cetera Financial Group Welcomes Arco Capital Partners to Enhance Its Wealth Advisory Services Cetera Financial Group announces the addition of Arco Capital Partners, enhancing its wealth advisory network with $287 million in assets.

Cetera Financial Group Welcomes Arco Capital Partners to Enhance Its Wealth Advisory Services #United_States #San_Diego #Cetera_Financial #Summit_Financial #Arco_Capital

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1 year ago

Cetera Financial Group Welcomes Jennifer Read and Terri Steele's Team with $255 Million AUA Cetera Financial Group adds advisors Jennifer Read and Terri Steele, managing $255 million in assets, enhancing its advisory offerings and flexibility.

Cetera Financial Group Welcomes Jennifer Read and Terri Steele's Team with $255 Million AUA #USA #San_Diego #Cetera_Financial #Jennifer_Read #Terri_Steele

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1 year ago

Cetera Financial Group Honored with Two Prestigious Luminaries Awards in 2024 Cetera Financial Group recently garnered two awards at the ThinkAdvisor Luminaries event, recognizing excellence in leadership and marketing.

Cetera Financial Group Honored with Two Prestigious Luminaries Awards in 2024 #USA #Las_Vegas #Cetera_Financial #Karen_Cecilio #Luminaries_Awards