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

January 29, 2025

Cetera Welcomes Firm with $287 Million in Combined AUA to Cetera Advisor Networks

Press Room Cetera Welcomes Firm with $287 Million in Combined AUA to Cetera Advisor Networks


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Arco Capital Partners joins Summit Financial Networks from Raymond James

January 16, 2025

Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions

Press Room Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions


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Partnership adds artificial intelligence capabilities to help fuel organic growth, complementing Cetera's proven growth programs, including its popular GrowthLine offering

January 09, 2025

Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors

Press Room Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors


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Jennifer Read and Terri Steele join Cetera from Osaic

December 18, 2024

Cetera Takes Home Two ThinkAdvisor 'Luminaries' Awards

Press Room Cetera Takes Home Two ThinkAdvisor 'Luminaries' Awards


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Head of Integrations Karen Cecilio wins Luminaries with Heart; Cetera also recognized for excellence in marketing and public relations

December 19, 2024

Cetera Strengthens Executive Leadership to Propel Strategic Growth and Innovation

Press Room Cetera Strengthens Executive Leadership to Propel Strategic Growth and Innovation


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SAN DIEGO, Dec.

February 11, 2025

Cetera Financial Institutions Welcomes Mainstreet Credit Union

Press Room Cetera Financial Institutions Welcomes Mainstreet Credit Union


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Kansas-based credit union serving more than 56,000 members partners with Cetera to grow and deliver member-focused investment program

February 04, 2025

Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners

Press Room Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners


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Corporate Plans Retirement Strategies LLC joins Cetera from Equity Services

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