News

Press Release

Cetera Financial Institutions announces its launch of Talent Network, a new recruiting database specifically designed to enable financial institutions to gain competitive market intelligence and build a recruiting pipeline of investment professional talent.

Press Release

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.

Press Release

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.

Press Release

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.

Press Release

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.

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