RCS Capital Corporation announces the executive leadership team for RCAP’s retail advice platform, Cetera Financial Group, including the appointment of R. Lawrence (Larry) Roth to the position of Chief Executive Officer. Mr. Roth will report to Michael Weil, the President of RCAP.
RCS Capital Corporation announces it has closed its previously announced acquisition of the Cetera Financial Group, a leading independent broker-dealer headquartered in El Segundo, CA, from affiliates of Lightyear Capital for $1.15 billion in cash.
Cetera Financial Group Named Advisory Solutions Sponsor Firm of the Year and Honored for Year’s Best Advisory Solutions Marketing Program by the Money Management Institute
Cetera Financial Group announces that it has been named Advisory Solutions Sponsor Firm of the Year and has also received top honors for Advisory Solutions Marketing Program of the Year by the Money Management Institute (MMI), the national association representing the $3.4 trillion managed investment solutions and wealth management industry.
Cetera Financial Institutions announced that its recently introduced SmartWorks Adviser® for Institutions, a best-in-class wealth management technology platform designed by Cetera and customized for financial institution-based advisers, has been awarded the BISA Technology Innovation Award.
Cetera Financial Group Announces Launch of DataPak™ Service for Bank and Credit Union Clients
Cetera Financial Institutions announces the launch of its consolidated DataPak service offering, which enables closer integration between an institutions’ core operations and their wealth management service offerings through seamless and consistent delivery of customized brokerage data feeds.
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