Tag : Cetera

Cetera To Acquire Securian Financial's Retail Wealth Business
Finance News

Cetera To Acquire Securian Financial’s Retail Wealth Business

Fintech News Desk
Securian Financial retail wealth business includes more than 1,000 financial professionals across more than 30 independent firms, representing $47.4B in AUA and $24.8B in AUM Cetera Financial Group (Cetera), one of America’s largest networks of financial professionals, announced today that it has entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group,......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 26th October 2022
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience
Finance News

Asset-Map Partners with Cetera to Empower Financial Professionals with the Leading Advice Engagement Experience

Fintech News Desk
Asset-Map, the leading financial advice engagement experience for financial professionals, announced a partnership with Cetera to bring its visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals. “We are excited to start this endeavor with Cetera and support their deep commitment to their members’ advice delivery experience”......
The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
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......
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