May 01, 2025

Clint Brookshire Promoted to Avantax Community Leader

Press Room Clint Brookshire Promoted to Avantax Community Leader


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Long-time home office leader known for his advisor advocacy, Brookshire's selection highlights Cetera's commitment to growth and consistent leadership of Avantax's unique advisor community

May 07, 2025

John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence

Press Room John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Sean Casey transitions to Head of Operations and Development for Cetera Investors, focused on operationalizing business strategies and accelerating growth across the Community

April 30, 2025

The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025

Press Room The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Cetera's employee-based RIA continues steady acquisitions drumbeat, bringing approximately $180 million in assets

May 07, 2024

Cetera Appoints Marten Hoekstra to Board of Directors

Press Room Cetera Appoints Marten Hoekstra to Board of Directors


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Industry veteran with nearly 30 years of leadership experience at UBS joins Board following recent reinvestment by Genstar in Cetera

May 01, 2024

Cetera Launches Active ETF Research Select List

Press Room Cetera Launches Active ETF Research Select List


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

New recommended list represents approximately 50 active ETFs across 26 equity, fixed income, and alternative asset classes

May 16, 2024

Cetera Increases Investment in Advisory Business with Multiple Key Hires

Press Room Cetera Increases Investment in Advisory Business with Multiple Key Hires


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Team expansion underscores Cetera's commitment to delivering industry leading wealth management and advisory solutions to meet advisors' changing needs regardless of affiliation choice

May 22, 2024

Cetera Announces New Partners at Wilde Wealth Management

Press Room Cetera Announces New Partners at Wilde Wealth Management


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group

May 29, 2024

Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel

Press Room Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Compliance veteran will lead Avantax and Cetera Financial Specialists compliance teams

June 05, 2024

The Retirement Planning Group Acquires $225 Million Lee Financial Group Hawaii

Press Room The Retirement Planning Group Acquires $225 Million Lee Financial Group Hawaii


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Lee Financial Group Hawaii represents second acquisition this year for The Retirement Planning Group, Cetera's employee-based RIA

June 06, 2024

Cetera Appoints Scott Baker Head of Corporate Strategy

Press Room Cetera Appoints Scott Baker Head of Corporate Strategy


/* Style Definitions */ span.prnews_span { font-size:8pt; font-family:"Arial"; color:black; } a.prnews_a { color:blue; } li.prnews_li { font-size:8pt; font-family:"Arial"; color:black; } p.prnews_p { font-size:0.62em; font-family:"Arial"; color:black; margin:0in; } .prntac{ TEXT-ALIGN: CENTER }

Former Fidelity Personal Trust Company executive to lead strategic initiatives that drive growth
opportunities for Cetera

Subscribe to