August 15, 2024

Cetera Investment Services Announces Key Financial Institution Affiliation Networking Agreements

Press Room Cetera Investment Services Announces Key Financial Institution Affiliation Networking Agreements


/* 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 }

GTE Investment Group, East West Wealth Management, and First PREMIER Investment Services among institutions signing long-term extensions with Cetera Financial Institutions

July 25, 2024

Cetera Welcomes $151 Million AUA Advisor to Summit Financial Networks

Press Room Cetera Welcomes $151 Million AUA Advisor to Summit Financial Networks


/* 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 }

Southshore Wealth Management Joins Cetera Advisor Networks From Amerprise

July 30, 2024

Cetera Investment Services Celebrates 40-Year Anniversary

Press Room Cetera Investment Services Celebrates 40-Year Anniversary


/* 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; }

SAN DIEGO, July 30, 2024 /PRNewswire/ --

August 06, 2024

The Retirement Planning Group Acquires $180 Million Watters Financial Services

Press Room The Retirement Planning Group Acquires $180 Million Watters Financial Services


/* 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 }

Father-son practice based in Paramus, New Jersey, represents third acquisition for The Retirement Planning Group, Cetera's employee-based RIA

August 21, 2024

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Press Room Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions


/* 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 }

Andy Watts to lead Cetera's Tax Channel and theAvantax Community

August 29, 2024

Cetera Welcomes Industry Veteran to Cetera Advisor Networks

Press Room Cetera Welcomes Industry Veteran to Cetera Advisor Networks


/* 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 }

Charles "Chuck" Hahn Joins Cetera from Lincoln Financial Advisors Corporation.

September 04, 2024

Cetera Welcomes Experienced Husband and Wife Team to Cetera Wealth Partners

Press Room Cetera Welcomes Experienced Husband and Wife Team to Cetera Wealth Partners


/* 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 }

Innovative Premier Financial Services Joins Cetera From NEXT Financial Group

August 28, 2024

Cetera Celebrates Record-Setting Connect2Peers Event

Press Room Cetera Celebrates Record-Setting Connect2Peers Event


/* 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 }

Net promoter score of 75 and average overall satisfaction score of 4.7 out of 5 spotlight positive impact and success

September 24, 2024

The Retirement Planning Group Acquires Parrott Wealth Management

Press Room The Retirement Planning Group Acquires Parrott 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 }

Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group

September 10, 2024

Cetera's Accesslink Onboarding Program Wins 2024 'Wealthies' Award for Transition Support

Press Room Cetera's Accesslink Onboarding Program Wins 2024 'Wealthies' Award for Transition Support


/* 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 }

Onboarding program launched in 2022 continues industry leadership in integrating financial professionals to Cetera

Subscribe to