GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services among institutions signing long-term extensions with Cetera Financial Institutions
GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services among institutions signing long-term extensions with Cetera Financial Institutions
Southshore Wealth Management Joins Cetera Advisor Networks From Amerprise
Father-son practice based in Paramus, New Jersey, represents third acquisition for The Retirement Planning Group, Cetera's employee-based RIA
Andy Watts to lead Cetera's Tax Channel and theAvantax Community
Charles "Chuck" Hahn Joins Cetera from Lincoln Financial Advisors Corporation.
Innovative Premier Financial Services Joins Cetera From NEXT Financial Group
Net promoter score of 75 and average overall satisfaction score of 4.7 out of 5 spotlight positive impact and success
Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group
Onboarding program launched in 2022 continues industry leadership in integrating financial professionals to Cetera