Cetera Financial Group Enhances Executive Team with Appointment of Jeffrey R. Buchheister as Chief Financial Officer
Cetera Financial Group announces that industry veteran Jeffrey R. “Jeff” Buchheister has been appointed Chief Financial Officer, effective August 2.
Cetera Financial Institutions and West Milton State Bank Welcome James Shaffer to West Milton’s Wealth Management Program
Cetera Financial Institutions, a member of Cetera Financial Group® *, announces that 16-year veteran and top-producing financial advisor James Shaffer has joined West Milton State Bank to spearhead the expansion of its wealth management program.
Cetera Financial Group's Parent Company Completes Board with Addition of Industry Leading Executives
Cetera Financial Group announced that its parent holding company - Aretec - has completed the formation of its Board of Directors with the addition of three veteran executives as directors, for a total of seven experienced and widely-respected members of the new Board with a diverse range of backgrounds and expertise.
Cetera Financial Group Completes Transformation into Independent, Privately Held Organization Singularly Focused on Supporting Financial Advisors and Financial Institutions
Cetera Financial Group today announced that it has completed its strategic transformation process to become an independent, privately held, well-positioned organization.
Cetera Financial Group Creates DOL DynamIQs Platform to Support Delivery of Exceptional DOL-Compliant Client Service by Financial Advisors
Cetera announces the launch of DOL DynamIQs™, a comprehensive suite of integrated tools and resources designed to enable financial advisors to prepare for the Department of Labor’s recently released fiduciary rule, and thrive in the new regulatory environment it has created.
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