July 17, 2025

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

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

July 02, 2025

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

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

July 22, 2025

Firm led by Father and Two Sons Joins Cetera Seeking Community

Press Room Firm led by Father and Two Sons Joins Cetera Seeking Community


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Ironwood Family Wealth Advisors joins Cetera Investors from Osaic

August 05, 2025

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

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

July 24, 2025

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

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

August 04, 2025

Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025

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

July 29, 2025

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

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

August 12, 2025

Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community

Press Room Financial Advisor Matthew Flynn and his Sentia Wealth team with $228 Million in AUA Joins Cetera's Unique Summit Financial Community


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Flynn transferred from Ameriprise to Cetera looking for strong growth support

August 06, 2025

Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA

Press Room Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA


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SAN DIEGO, Aug.

February 26, 2025

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.

Press Room Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.


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More than $12 billionin AUA and $4 billion in AUM now part of Cetera

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