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Press Room Dollar Bank Expands Investment and Wealth Management Program to 28 Northeast Ohio Locations, Supported by Cetera

170-year-old community bank strengthens client experience by expanding access to financial advisors and comprehensive wealth management services

CLEVELAND, Ohio – Sept. 24, 2025 – Dollar Bank today announced the expansion of its Dollar Investment Services* wealth management program across all 28 of its bank locations in Northeast Ohio. The initiative reflects the bank’s commitment to delivering comprehensive, personalized financial guidance to customers in the communities it serves.

Latest Publications 2025 Fourth Quarter Chartbook

What’s the data saying about the economy and markets? Our Q4 Chartbook is here packed with dashboards, indicators, and timely insights from Cetera Investment Management. See what’s shaping the conversation this quarter!

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Latest Publications 2025 Fourth Quarter Market Outlook

Are We Entering a Jobless Expansion?

In our Q4 2025 market outlook, we explore how the Fed’s next move, rising tariff risks, and a weakening labor market are shaping investor sentiment. As uncertainty builds, we highlight where we see opportunity — and why diversification remains essential heading into year-end.

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Press Room Cetera Selects Cornerstone to Provide Business Sale Support for Advisors’ Clients Who Own Private Businesses

Agreement makes investment banking services available to Cetera financial advisors whose clients want to sell their business or begin the planning process

SAN DIEGO – Sept. 23, 2025 – Cetera and Cornerstone Business Services (Cornerstone) have signed an agreement for Cornerstone to offer business sale services to Cetera financial advisors whose clients own private businesses. The new partnership is another meaningful expansion of how Cetera supports financial professionals and their high-net-worth clients.

Press Room Peoples Bank and Trust Selects Cetera Financial Institutions to Enhance and Grow its Investment Services Program

$120 million AUA program moves from LPL to Cetera to elevate client experience, help drive growth

SAN DIEGO – Sept. 18, 2025 – Cetera Financial Institutions has partnered with Peoples Bank and Trust to further strengthen and grow the bank’s investment program, Peoples Financial Management & Planning*. The transition marks a strategic move to enhance client services, expand capabilities, and align with a partner that shares Peoples Bank and Trust’s values and commitment to excellence.

Press Room Alma Bank Partners with Cetera in Pursuit of Growth

Industry Veteran Richard J. Koll joins Alma Wealth Management, starts dual employee program with Cetera Financial Institutions.

SAN DIEGO – Sept. 15, 2025 – Cetera Financial Institutions has partnered with Alma Bank to further strengthen and grow the bank’s investment program, Alma Wealth Management* (AWM). Financial Professional Richard Koll, who recently joined Alma Bank as head of AWM, is leading the transition to Cetera as part of his strategic growth plan.

Latest Publications Third Quarter 2025 Chartbook Updated

Data as of June 30, 2025

What’s the data saying about the economy and markets? Our updated Q3 Chartbook is here packed with dashboards, indicators, and timely insights from Cetera Investment Management. See what’s shaping the conversation this quarter!

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Press Room Cetera Wins Two 2025 “Wealthies” Awards for Digital Marketing Campaign of the Year and Transition Support

Cetera also named a finalist in Practice Management category for its home-grown “Rise to Elite” program

Latest Publications 2025 Mid-Year Outlook

Risks Recoil as Stocks Rebound

Cetera Investment Management is pleased to release its 2025 Mid-Year Outlook: "Risks Recoil as Stocks Rebound". In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.

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Latest Publications 2025 Annual Outlook

The Great Moderation: Riding a Wave of Economic Stability

This coming year could end up being known as the “Great Moderation” as we predict we’ll see inflation, interest rates, labor market, economic growth, and stock and bond returns all moderating. Rising volatility is also present heading into the new year, along with the chance of a stock market correction – although this is not a bold prediction, as corrections typically happen most years. Diversification will be a key strategy toward navigating through 2025.

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