Cetera Financial Group Archives - AltsWire

Cetera Closes Acquisition of $16 Billion Concourse Financial Group Securities

Cetera Closes Acquisition of $16 Billion Concourse Financial Group Securities

February 26, 2025

Bank- and Credit Union-Focused Cetera Financial Institutions Adds $691M Kansas City Mainstay

Bank- and Credit Union-Focused Cetera Financial Institutions Adds $691M Kansas City Mainstay

February 11, 2025

Ex-Raymond James Firm With $287 Million in Client Assets Joins Cetera

Ex-Raymond James Firm With $287 Million in Client Assets Joins Cetera

January 29, 2025

Webinar: All About UPREITs, 1031 and 721 Exchanges

Webinar: All About UPREITs, 1031 and 721 Exchanges

December 19, 2024

Cetera Partners With $6 Billion AUM Philly-Based Credit Union

Cetera Partners With $6 Billion AUM Philly-Based Credit Union

December 16, 2024

Florida-Based Credit Union With $2.8 Billion-Plus in Client Assets Joins Cetera Network

Florida-Based Credit Union With $2.8 Billion-Plus in Client Assets Joins Cetera Network

November 15, 2024

Cetera Financial Group CEO Adam Antoniades to Retire in December

Cetera Financial Group CEO Adam Antoniades to Retire in December

November 8, 2024

Realta Wealth Continues Leadership Team Expansion, Adds Head of Adviser Relations

Realta Wealth Continues Leadership Team Expansion, Adds Head of Adviser Relations

October 22, 2024

Former Osaic Adviser With $269 Million AUA Joins Cetera, North Ridge

Former Osaic Adviser With $269 Million AUA Joins Cetera, North Ridge

September 18, 2024

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions

August 22, 2024

Cetera RIA Adds $180 Million-Asset Watters Financial Services

Cetera RIA Adds $180 Million-Asset Watters Financial Services

August 9, 2024

Ex-Cambridge Adviser Jumps to Cetera Advisor Networks

Ex-Cambridge Adviser Jumps to Cetera Advisor Networks

July 11, 2024

Cetera Adds Pair of RIAs With More Than $234 Million AUA

Cetera Adds Pair of RIAs With More Than $234 Million AUA

July 2, 2024

Cetera Investment Services Names Former Northwestern Mutual Exec as Chief Compliance Officer

Cetera Investment Services Names Former Northwestern Mutual Exec as Chief Compliance Officer

June 25, 2024

Cetera Adds Another Fidelity Exec; Patterson to Lead Advanced Wealth Solutions

Cetera Adds Another Fidelity Exec; Patterson to Lead Advanced Wealth Solutions

June 12, 2024

Cetera Hires Former Fidelity Executive as Head of Corporate Strategy

Cetera Hires Former Fidelity Executive as Head of Corporate Strategy

June 10, 2024

Cetera Acquires $225 Million Hawaii-Based RIA

Cetera Acquires $225 Million Hawaii-Based RIA

June 7, 2024

Cetera Names Former Avantax RIA Its New Head of Corporate Development

Cetera Names Former Avantax RIA Its New Head of Corporate Development

April 26, 2024

Cetera Completes Minority Investment in $2.8 Billion Arizona OSJ

Cetera Completes Minority Investment in $2.8 Billion Arizona OSJ

January 25, 2024

Cetera Completes Equity Reinvestment Transaction with Genstar Capital

Cetera Completes Equity Reinvestment Transaction with Genstar Capital

December 26, 2023