News
- Cetera Appoints Keyur Desai as Chief Data and Analytics Officer to Advance Enterprise Growth and Platform Intelligence
- Cetera Closes Acquisition of Concourse Financial Group Securities, Inc.
- Cetera Financial Institutions Welcomes Mainstreet Credit Union
- Cetera Introduces Alternative Investments Allocation Models Designed to Give Advisors Choice and Flexibility
- Cetera Launches Dedicated RIA and Branches Channel to be Led by Wealth Management Industry Veteran Jen Hanau
- Cetera Names Andina Anderson to Lead RIA Blueprint Platform
- Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions
- Cetera Recognized as Finalist for Three "Wealthies" Awards
- Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025
- Cetera Unveils IntelligenceEngine: AI-Driven Growth Suite Empowering Advisors and Institutions to Unlock Client Potential
- Cetera Welcomes Advisors with $255 Million in Combined AUA to Cetera Advisors
- Cetera Welcomes Firm with $287 Million in Combined AUA to Cetera Advisor Networks
- Cetera Welcomes Highly Regarded Advisor to Cetera Wealth Partners
- Cetera Welcomes Recent Affiliates with Approximately $450 Million in Total AUA
- Cetera Welcomes Team with $250 Million in AUA to Cetera Wealth Partners
- Cetera Welcomes Veteran Financial Advisor Christopher Crosby and His CPW Advisors Team with Approximately $113 Million in AUA
- Cetera Welcomes Veteran Financial Advisor Susan Wilkinson and Her 12-Person Team Managing Approximately $380 Million in AUA
- Cetera and Advanced Time Segmentation Announce Joint Venture
- Cetera and Bank of Hawai'i Enter New Partnership to Elevate Investment Services
- Cetera's GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award
- Financial Advisor Jonathan Bulman Joins Cetera Seeking Growth and a Stronger Sense of Community
- Firm led by Father and Two Sons Joins Cetera Seeking Community
- John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence
- Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust
- Los Angeles Federal Credit Union with $160 Million* in AUA Moves from LPL's CFS to Cetera
- Richard Vogel Appointed Community Leader of Cetera Advisors
- Senior Wealth Advisor Charlie Kraft Joins Cetera Investors with More Than $140 Million in Assets Under Administration
- The Retirement Planning Group Drives Continued Inorganic Growth with Three Acquisitions in First Quarter 2025
- Veteran Financial Advisor Doug Shepler Joins Cetera Seeking Efficiency and Personalized Service