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
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
Sean Casey transitions to Head of Operations and Development for Cetera Investors, focused on operationalizing business strategies and accelerating growth across the Community
Cetera's employee-based RIA continues steady acquisitions drumbeat, bringing approximately $180 million in assets
Industry veteran with nearly 30 years of leadership experience at UBS joins Board following recent reinvestment by Genstar in Cetera
New recommended list represents approximately 50 active ETFs across 26 equity, fixed income, and alternative asset classes
Team expansion underscores Cetera's commitment to delivering industry leading wealth management and advisory solutions to meet advisors' changing needs regardless of affiliation choice
Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group
Compliance veteran will lead Avantax and Cetera Financial Specialists compliance teams
Lee Financial Group Hawaii represents second acquisition this year for The Retirement Planning Group, Cetera's employee-based RIA
Former Fidelity Personal Trust Company executive to lead strategic initiatives that drive growth
opportunities for Cetera