Tag : Cetera

Cetera Welcomes Cramer Capital Management
Capital Markets News

Cetera Welcomes Cramer Capital Management

Fintech News Desk
$140 million Kansas City team joins Cetera Advisor Networks from Commonwealth Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Cramer Capital Management has affiliated with Cetera Advisor Networks. Led by founders Bruce and Dawn Cramer, the Kansas City-based team was formerly affiliated with Commonwealth Financial Network and manages $140......
Cetera Welcomes Old Second Wealth Management
Finance News

Cetera Welcomes Old Second Wealth Management

Fintech News Desk
$150 million practice joins Cetera’s community for tax professionals from LPL Growth resources and dedicated support draw Chicago-area team to Cetera Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Old Second Wealth Management, led by Shahzad Shamsuddin, has affiliated with Cetera Financial Specialists, LLC, which serves tax......
Cetera Redefines Onboarding and Integration Experience
Finance Fintech News

Cetera Redefines Onboarding and Integration Experience

Fintech News Desk
Rebranded Accesslink onboarding enhances experience for financial professionals joining Cetera, increasing efficiency and ease Cetera Financial Group, one of America’s largest networks of financial professionals, announced that it has redefined its onboarding and integration experience for financial professionals affiliating with Cetera. The rebranded Accesslink experience takes a new approach to......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Cetera Announces Strategic Relationship with Abound Credit Union
Investment Services News

Cetera Announces Strategic Relationship with Abound Credit Union

Fintech News Desk
Firms to collaborate delivering expanded investment services and driving growth for Abound Retirement & Investment Services Cetera Financial Group, one of America’s largest networks of financial professionals, announced a strategic relationship with Abound Credit Union that will expand investment services and enhance the member experience. Cetera Investment Services – Cetera’s......
InTouch Wealth Advisors Joins Cetera
Finance News

InTouch Wealth Advisors Joins Cetera

Fintech News Desk
$186 million Scottsdale practice joins Cetera via Wilde Wealth Management Cetera Financial Group, one of America’s largest networks of financial professionals, announced that InTouch Wealth Advisors, led by industry veteran financial professionals Jason Benedetti, Gus Dekavallas and Larry Ritter, has joined Cetera as part of Wilde Wealth Management. Founded in 2015, InTouch......
Cetera Welcomes Industry Veteran Shawn Millerick
Finance News

Cetera Welcomes Industry Veteran Shawn Millerick

Fintech News Desk
Millerick & Associates, which manages $190 million, joins Cetera from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Shawn P. Millerick, has joined Cetera Wealth Partners. Millerick & Associates, a New Hampshire-based practice with more than $190 million in assets, focuses on retirement income planning......
Fortress Technologies Rebrands to Cathedra Bitcoin Inc.
Finance News

Fortress Wealth Management Joins Cetera

Fintech News Desk
$137 million Nashville-area team selects Cetera for growth, flexibility and superior resources Cetera Financial Group, one of America’s largest networks of financial professionals, announced that Fortress Wealth Management, headed by industry veteran financial professionals Jimmy Woods and Brent Walker, has joined the Cetera Advisors community. The Smyrna, Tennessee-based firm was formerly affiliated with......
Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals
Business Fintech News

Cetera Branch Community Posts Record Growth, Spotlighting Business-Building Success for Financial Professionals

Fintech News Desk
Assets, accounts and advisory business increase exponentially in two years since 2019 acquisition Cetera revealed accelerated growth for its branch community in the two years since it acquired the assets of Foresters Financial’s U.S. brokerage and investment advisory business. Since June 2019, assets under management increased 150% and assets under......
Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results
Fintech Investment Services Investments News

Cetera Extends Investor Acquisition Program to All Affiliated Financial Professionals based On Organic Growth Results

Fintech News Desk
Participating financial professionals eligible for full reimbursement of investment into LeadEngine acquisition program Cetera Financial Group, one of America’s largest networks of financial professionals, announced that its investor acquisition program is expanding to all Cetera-affiliated financial professionals and that participants are eligible for reimbursement of their investment into the program.......
1