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Press Room Cetera Recognized as Finalist for Three "Wealthies" Awards

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SAN DIEGO, June 6, 2025 /PRNewswire/ --Cetera and its affiliated companies ("Cetera") have been recognized as a finalist for three

Press Room Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau

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Cetera's fifth and newest dedicated channel will support IndependentRIAs, its owned W-2 RIA businesses and the supported independence branches model

Press Room Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential

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SAN DIEGO, July 17, 2025 /PRNewswire/ -- Cetera today announced the launch ofIntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growt

Press Room Cetera and Advanced Time Segmentation Announce Joint Venture

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Joint venture gives Cetera advisors exclusive access to AI-powered software designed to help solve the retirement income challenge for clients

Press Room Richard Vogel Appointed Community Leader of Cetera Advisors

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Veteran wealth management leader's broad asset management and broker-dealer experience to help drive growth at Cetera Advisors

Press Room Cetera Introduces Alternative Investments Allocation Models Designed to Give Advisors Choice and Flexibility

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New alternative investments model to offer advisors easy access to models that include private credit, private equity and private real estate via funds vetted by the Cetera Investment Management team

Press Room Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service

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With $110 million in assets under administration, Shepler leaves LPL for Cetera

Press Room Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025

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With strategy, community and momentum, Connect2Peers 2025 cements Cetera's role as the forever home for growth-minded financial professionals

Press Room Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA

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SAN DIEGO, July 29, 2025 /PRNewswire/ -- Cetera welcomes several recently affiliated financial professionals who were attracted by the firm's personalized service, growth culture, and commitment to adviso

Press Room Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA

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After more than 17 years affiliated with LPL, Wilkinson chose Cetera for its white-glove service, support from dedicated Regional Growth Teams, and its commitment to helping advisors grow

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