SAN DIEGO, Sept. 3, 2025 /PRNewswire/ -- Cetera welcomes veteran financial advisors David Dominici, CLU®, ChFC®, CLTC®, CRPC® and Jacqueline Zapicchi-Cloughsey, MBA, CRPC®, and their multigenerational ...
Giant wealth management firms like Cetera, with about 12,000 financial advisors across its branded firms and $590 billion in assets, are fighting for scale, pushing companies to increase their ...
"I am thrilled to welcome this talented team of advisors to our firm," said Tom Halloran, Head of Advisor Channel communities at Cetera. "Our value proposition of a small community feel for networking ...
SAN DIEGO, Sept. 16, 2026 /PRNewswire/ -- Cetera's Wealth Bridge Participant Dashboard won the 2026 Wealth Management Industry Award ("Wealthies")* in the Retirement Plan Support and Advisor Services: ...
Cetera Financial Group has introduced Cetera Private Wealth Portfolios, a suite of customizable investment portfolios designed for affluent and high-net-worth clients. Developed by Cetera Investment ...
Veteran wealth management executive brings deep tax-focused advisory experience to lead the CFS community within Cetera's Tax & Accounting channel SAN DIEGO, July 23, 2026 /PRNewswire/ -- Cetera today ...
There will be more than one president taking up a new role in January, with Cetera Financial Group announcing some changes to its leadership in 2025. Tom Taylor, the firm’s head of sales and chief ...
With the launch of Cetera Planning Partners, Cetera Financial Group’s W-2 channel nestled within its broader RIA business, CEO Mike Durbin said the firm is already seeing momentum in its succession ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results