October 15, 2024

Cetera Welcomes Advisor with $136 Million in AUA to Cetera Advisors

Press Room Cetera Welcomes Advisor with $136 Million in AUA to Cetera Advisors


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Tom Wolf joins Cetera from Arvest Wealth Management, launching independent firm Apex Wealth Management.

September 26, 2024

Cetera to Host Third Annual Connect2Impact DEIB-Focused Symposium

Press Room Cetera to Host Third Annual Connect2Impact DEIB-Focused Symposium


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Event designed to build community, foster connections and engage attendees in valuable peer-to-peer learning

October 31, 2024

Cetera Welcomes Advisor with $115 Million in AUA to Cetera Advisor Networks

Press Room Cetera Welcomes Advisor with $115 Million in AUA to Cetera Advisor Networks


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Marilyn Schmitt joins Cetera from Osaic Wealth Management Group

November 07, 2024

Cetera Announces CEO Adam Antoniades to Retire at Year-End 2024, Will Remain on Board of Directors

Press Room Cetera Announces CEO Adam Antoniades to Retire at Year-End 2024, Will Remain on Board of Directors


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Antoniades' success builds critically strong foundation for Cetera's next chapter of growth

October 23, 2024

Cetera Investment Services Announces Renewed Relationship with Regions Bank

Press Room Cetera Investment Services Announces Renewed Relationship with Regions Bank


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The firms' collaboration achieved significant success since inception in 2013 and is renewed to continue delivering industry-leading results

October 30, 2024

Cetera Launches Risk-O-Meter to Help Advisors Understand and Navigate Changing Regulatory Landscape

Press Room Cetera Launches Risk-O-Meter to Help Advisors Understand and Navigate Changing Regulatory Landscape


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New resource highlights compliance pressure facing financial advisors and potential election impact

November 14, 2024

Cetera Welcomes Eglin Federal Credit Union

Press Room Cetera Welcomes Eglin Federal Credit Union


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Florida-based credit union with 70-year track record to collaborate with Cetera Financial Institutions to grow and deliver member-focused investment program

December 03, 2024

Cetera Welcomes First Citizens State Bank

Press Room Cetera Welcomes First Citizens State Bank


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Wisconsin-based bank with 161-year historical tenure affiliates with Cetera Financial Institutions from LPL Financial

December 11, 2024

Cetera Welcomes $231 Million AUA Team to Summit Financial Networks

Press Room Cetera Welcomes $231 Million AUA Team to Summit Financial Networks


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Three-member Scottsdale team doing business as allwealth Planning joins Cetera from MML Investors Services

December 13, 2024

Cetera Announces Partnership with Citadel Credit Union

Press Room Cetera Announces Partnership with Citadel Credit Union


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Philadelphia-area credit union serving more than 260,000 members with more than $6 billion in assets joins Cetera Financial Institutions from CUSO Financial Services

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