Among a trio of advisor move announcements Tuesday, LPL Financial expanded its roster with the arrival of Darren Colananni, ...
Cetera welcomes financial advisors David Cushard, ChFC®, CMFC™, and Wesley E. Mullins, ChFC®, CLU®, and their practice, Honeycomb Wealth Advisors, overseeing approximately $190 million in AUA1.
Cetera welcomes financial advisors Les Benzak, CFP®, John Gallagher, CFP®, Lynn Craig, CFP® and the Tupelo Wealth Partners ...
“There were layoffs at Cetera in January but there’s more to come this year,” said one senior industry executive who does not work at Cetera and spoke confidentially to InvestmentNews about the matter ...
PHILADELPHIA--(BUSINESS WIRE)--Asset-Map, the leading financial advice engagement experience for financial professionals, today announced a partnership with Cetera to bring its visualized financial ...
Cetera Financial Group is a retail investment advice platform and network of independent financial advisors The transaction is expected to close by the end of 2023 When the deal closes, Avantax will ...
Cetera Financial Group agreed to acquire the retail wealth management business of Securian Financial Group, the latest move by an insurer to step away from a related but different industry. Processing ...
Cetera Holdings, the holding company of Cetera Financial Group, announced on Wednesday it had appointed former Fidelity Investments executive Mike Durbin as its new CEO. "We are extremely excited to ...
Garrett Dearden is a financial advisor in Laurel, MD, and has earned his CFP. He has been in practice for 12 years, the last 10 months at Cetera Wealth Services, Llc. Kevin Fennell was born and raised ...
Carpenter Financial Services has earned the Circle of Excellence Award at Cetera Financial Group’s annual awards conference. Those attending the event were Samuel Carpenter, Heather McClelland, Lisa ...
The largest acquisition so far this year in wealth management comes with offers of retention payments to 1,000 Securian financial advisors, who are debating whether or not to join their buyer, Cetera.
The independent advisory network Cetera Financial Group has agreed to acquire the retail wealth business of Securian Financial Group, a diversified financial services firm based in St. Paul, Minn.
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