News

Press Release

Cetera Financial Group names Timothy E. M. Stinson its National Sales Manager for wealth management and advisory (fee-based) products and services. In this newly created role, Mr. Stinson is responsible for identifying and developing new opportunities to expand advisors’ fee-based wealth management capabilities.

Press Release

Cetera Financial Group announces plans to rollout the Pentameter® practice management system and integrated business consulting process across its network of broker-dealers and its affiliated financial advisors.

Press Release

Cetera Financial Group begins rollout of its centralized, network-wide wealth management educational platform with its inaugural Wealth Management University signature event to participants across all 11 broker-dealer firms within Cetera. The event was attended by over 200 top producing advisors from across the Cetera network.

Press Release

Cetera Financial Group announces that industry veteran J. David Ballard has been appointed Executive Vice President and Chief Operating Officer effective April 13. Mr. Ballard, 47, will be based in Los Angeles and report directly to R. Lawrence “Larry” Roth, Chief Executive Officer of Cetera Financial Group.

Press Release

Brett Harrison has been appointed to the newly-created position of Executive Vice President of Advisor Growth. In this new role, Mr. Harrison will report directly to Adam Antoniades, President of Cetera Financial Group. Brett will also continue in his role as CEO of Cetera Advisors.

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