May 16, 2024

Cetera Increases Investment in Advisory Business with Multiple Key Hires

Press Room Cetera Increases Investment in Advisory Business with Multiple Key Hires


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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

May 07, 2024

Cetera Appoints Marten Hoekstra to Board of Directors

Press Room Cetera Appoints Marten Hoekstra to Board of Directors


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Industry veteran with nearly 30 years of leadership experience at UBS joins Board following recent reinvestment by Genstar in Cetera

May 22, 2024

Cetera Announces New Partners at Wilde Wealth Management

Press Room Cetera Announces New Partners at Wilde Wealth Management


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Industry veterans Jeffrey Anthony and Jason Fial join Wilde Wealth Management ownership group

June 06, 2024

Cetera Appoints Scott Baker Head of Corporate Strategy

Press Room Cetera Appoints Scott Baker Head of Corporate Strategy


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Former Fidelity Personal Trust Company executive to lead strategic initiatives that drive growth
opportunities for Cetera

June 05, 2024

The Retirement Planning Group Acquires $225 Million Lee Financial Group Hawaii

Press Room The Retirement Planning Group Acquires $225 Million Lee Financial Group Hawaii


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Lee Financial Group Hawaii represents second acquisition this year for The Retirement Planning Group, Cetera's employee-based RIA

May 29, 2024

Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel

Press Room Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel


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Compliance veteran will lead Avantax and Cetera Financial Specialists compliance teams

June 10, 2024

Cetera Appoints Jerry Patterson Head of Advanced Wealth Solutions

Press Room Cetera Appoints Jerry Patterson Head of Advanced Wealth Solutions


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Former Fidelity Investments Life Insurance Company executive to lead retirement, life insurance and annuity offerings at Cetera

June 18, 2024

Cetera Recognized as Finalist for Four 'Wealthies' Awards

Press Room Cetera Recognized as Finalist for Four 'Wealthies' Awards


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Cetera ties for third-most finalists among more than 1,000 entries from over 400 firms

June 25, 2024

Cetera Welcomes $121 Million AUA Advisor to Cetera Advisor Networks

Press Room Cetera Welcomes $121 Million AUA Advisor to Cetera Advisor Networks


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Jake Spruiell doing business as Sonterra Wealth Management LLC
Joins Cetera from PNC Investments

June 11, 2024

Cetera Welcomes $91 Million AUA Advisor to Cetera Advisor Networks

Press Room Cetera Welcomes $91 Million AUA Advisor to Cetera Advisor Networks


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Michael Volini Joins Cetera from American Portfolios Financial Services, Inc.

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