Tag : Cetera

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
by Fintech News Desk0
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.......
Cetera Completes Acquisition of Assets Related to Voya Financial Advisors' Independent Financial Planning Channel
Finance Fintech News

Cetera Completes Acquisition of Assets Related to Voya Financial Advisors’ Independent Financial Planning Channel

Fintech News Desk
by Fintech News Desk0
Marks Cetera’s Second Acquisition of a Carveout From an Insurance-related Business New Business, Cetera Wealth Partners, Retains Independent Financial Planning Channel’s Management Team, More Than 90% of Financial Professionals and More Than 93% of Assets Under Administration Cetera announced that it has successfully completed the acquisition of certain assets related......
Cetera Appoints Vamsi Yadlapati to Board of Directors
Banking Fintech Investments News

Cetera Appoints Vamsi Yadlapati to Board of Directors

Fintech News Desk
by Fintech News Desk0
Industry Veteran to Support Ongoing Growth Strategy Cetera Financial Group, one of the industry’s largest financial advice firms, announced that it has appointed a new Board Member, industry veteran Vamsi Yadlapati, to its Board of Directors. Yadlapati brings more than two decades of leadership experience in the financial industry and......
Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors
Business Fintech News

Envestnet & Cetera Renew Agreement to Empower Financial Professionals to Deliver Holistic, Personalized Advice for Investors

Fintech News Desk
by Fintech News Desk0
Cetera® Enhances Financial Planning & Portfolio Management Capabilities for Financial Professionals–Bringing Full Array of Digitized Solutions Aimed to Drive Efficiency & Enable Professionals to Serve More Clients Envestnet, Inc., has renewed its agreement with Cetera®, providing Cetera’s network of over 8,000 independent financial professionals with the full range of technology, data, and......
Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals
Fintech News Risk Management

Cetera and Riskalyze Form Strategic Alliance to Create Best in Class Risk Management Ecosystem for Financial Professionals

Fintech News Desk
by Fintech News Desk0
Riskalyze, the company that serves tens of thousands of financial advisors with risk alignment and portfolio analytics, and Cetera, a leading financial advice firm, today announced a new enterprise agreement aimed at standardizing risk management across Cetera’s network of firms to set a new bar for measuring risk and engaging clients.......
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