Congratulations to Individuals Named to Bank Investment Consultant’s Top 25 Program Managers List
Bank Investment Consultant recently announced its 2017 list of Top Program Managers in the bank channel, and we are honored to announce that two of our own have been included.
Cetera Financial Group Continues Build-Out of Advice-Centric Solutions with Launch of New Advisory Platform
Cetera Financial Group® (Cetera)*, a leading network of independent firms supporting the delivery of objective retail financial advice, today announced the launch of the first of its new Advice Architect Ecosystem™ suite of tools for financial advisors and their clients: My Advice Architect™, a technology-driven, innovative investment solutions offering that provides advisors with a seamless and streamlined approach to conducting advisory business.
Cetera Financial Group Announces Appointment of Top Financial Services Industry Executive Maliz Beams to Parent Company’s Board of Directors
Cetera Financial Group (Cetera)*, a leading network of independent firms supporting the delivery of financial advice through independent advisors, today announced that established industry leader Maliz Beams has been named a member of the Board of Directors of its parent company, Aretec Group, Inc. (Aretec).
Cetera Financial Group and Cetera Financial Institutions Recruit Los Alamos National Bank to Financial Institutions Platform
Cetera Financial Group® (“Cetera”)*, a leading network of independent firms supporting the delivery of objective retail financial advice, and Cetera Financial Institutions today announced that Los Alamos National Bank (LANB) will transition its retail wealth management program to the Cetera Financial Institutions platform, with additional assets expected to be on-boarded in the coming months.
Cetera Financial Institutions Congratulates Life Insurance Sales Manager Mac McCullough for Receipt of BISA Career Achievement Award
Cetera® Financial Institutions (CFI), part of Cetera Financial Group® ("Cetera")*, a leading network of independent firms supporting the delivery of objective retail financial advice, announced today that one of CFI’s leaders, Life Insurance Sales Manager and industry veteran Mac McCullough, has won the prestigious BISA Career Achievement Award.
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