Cetera Financial Group Appoints J. David Ballard Executive Vice President, Chief Operating Officer
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.
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.
Cetera Financial Institutions Introduces Talent Network, its New Online Advisor Recruiting Database and Market Intelligence Service, to Bank and Credit Union Wealth Management Programs
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.
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.
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