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New E-PACK provides essential tools for financial professionals to support clients and ensure business continuity in critical situations

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SAN DIEGO, March 11, 2025 /PRNewswire/ --

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Bulman joins with $140 million in assets under administration

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128-year-old bank chooses Cetera Financial Institutions to scale and expand its $2.5 billion AUA investment services program

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Tim Clairmont, Clear Financial Partners Founder, Joins Cetera with $235M in AUA

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Bank Insurance & Securities Association recognizes Cetera's leadership in advancing products, services and platforms through technology innovation

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

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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

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

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