August 28, 2024

Cetera Celebrates Record-Setting Connect2Peers Event

Press Room Cetera Celebrates Record-Setting Connect2Peers Event


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

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


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Innovative Premier Financial Services Joins Cetera From NEXT Financial Group

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


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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


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

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


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

September 17, 2024

Cetera Welcomes Experienced Advisor with $269M in AUA to Cetera Advisor Networks

Press Room Cetera Welcomes Experienced Advisor with $269M in AUA to Cetera Advisor Networks


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George Elkin Joins Cetera From American Portfolios

September 24, 2024

The Retirement Planning Group Acquires Parrott Wealth Management

Press Room The Retirement Planning Group Acquires Parrott Wealth Management


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

September 12, 2024

Drew Kliber Joins Wilde Wealth Management Group

Press Room Drew Kliber Joins Wilde Wealth Management Group


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Industry veteran managing $400 million leaves UBS to join Wilde Wealth, one of the largest businesses within Cetera Advisors community

October 08, 2024

Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities

Press Room Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities


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Approximately 350 financial professionals overseeing more than $12B in AUA and $4Bin AUM to join Cetera Wealth Partners community

October 10, 2024

Cetera Named Second-Fastest Growing Independent Brokerage on IBD Elite 2024 List

Press Room Cetera Named Second-Fastest Growing Independent Brokerage on IBD Elite 2024 List


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SAN DIEGO, Oct.

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