Cetera Financial Group Continues Strategic Expansion of Leading Edge Retirement Plan Services Platform through Partnership with Envestnet
Cetera Financial Group announces a new strategic partnership with Envestnet | Retirement Solutions. Through this new strategic partnership, Cetera Financial Group will offer its leading practice management platform to advisors across its network of broker-dealers who provide retirement plan advice.
Cetera Financial Institutions Welcomes Kyle Hallman as Senior Regional Vice President of Business Development
Cetera Financial Institutions welcomes Kyle Hallman as Senior Regional Vice President of Business Development. In this role, Mr. Hallman will oversee the recruitment of bank and credit union-based investment programs to the Cetera Financial Institutions platform, a leading financial institutions focused independent broker-dealer in the country.
Cetera Financial Group Announces Commitment to Develop Next Generation Financial Advisor Practice Management Resources with Launch of Connect2Clients® Marketing Platform for Advisors
Cetera Financial Group announces the launch of its comprehensive new Connect2Clients® marketing portal for all of its member broker-dealers and financial advisors. The proprietary new C2C platform will allow advisors to seamlessly develop and oversee ongoing and personalized communications efforts across all available digital channels.
Cetera Financial Group Announces Rollout of Specialized Consulting Resources to Support Advisors in Addressing Clients’ Complex Legal, Tax and Accounting Needs
Cetera Financial Group announces rollout of its Advanced Planning Group’s services to top-tier advisors across the network, representing roughly 10 percent of all Cetera Financial Group-affiliated advisors. The Advanced Planning Group is an in-house consulting resource that supports advisors in addressing clients’ complex financial planning needs.
RCS Capital Corporation Announces Agreement with JMP Securities to Distribute Securities Offerings through Cetera Financial Group, RCAP’s Leading Independent Retail Advice Platform
RCS Capital Corporation (RCAP) and JMP Securities LLC (“JMP”) announces an agreement to provide the over 9,700 financial advisors at Cetera Financial Group, RCAP’s retail advice platform, with the opportunity to participate in initial public offerings and other securities offerings underwritten by JMP.
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