Cetera Financial Group ("Cetera" or "the Company")*, a leading network of independent broker-dealer firms, today announced its strategic vision to redefine the delivery of "best interest" retail financial advice in a post-DOL industry with the launch of a new technology ecosystem aimed at driving significantly closer connections among its broker-dealers, financial advisors and retail investor clients.
Cetera Financial Group® Launches iAnalyze Tool as Next Crucial Element of DOL DynamIQsTM Platform
Cetera Financial Group® ("Cetera")*, a leading network of independent broker-dealer firms, today announced the launch of iAnalyze, a powerful new practice management analytics tool designed to provide Cetera financial advisors with a comprehensive, fully-integrated dashboard that brings together account information, asset levels, and other key data for each client.
Cetera Advisors Promotes Training of Next Generation Financial Advisors with Sponsorship of Certified Financial Planning Program at University of Akron
Cetera Advisors LLC (“Cetera Advisors”), an independent broker-dealer and registered investment adviser within Cetera Financial Group*, a leading network of independent broker-dealer firms, today announced its sponsorship of the Certified Financial Planning (CFP™) program at the University of Akron, in Akron, Ohio.
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC, today announced the signing of a definitive agreement for the divestiture of Legend Group Holdings, LLC ("The Legend Group") by First Allied Holdings, Inc., a Cetera affiliate, to Lincoln Investment Capital Holdings, LLC. Financial terms of the transaction, which is expected to close by early next year subject to regulatory approval, were not disclosed.
Cetera Financial Group Accelerates Post-Transformation Strategy Plan with Leadership Transition
Cetera announces the implementation of its new leadership plan, following the company's successful completion of its strategic transformation and restructuring process in late May and the achievement of key financial and operational milestones.
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