Cetera Financial Group Announces Network-Wide Rollout of Pentameter® Practice Management Platform to Support Growth and Value of Financial Advisors’ Businesses
Cetera Financial Group announces plans to rollout the Pentameter® practice management system and integrated business consulting process across its network of broker-dealers and its affiliated financial advisors.
Cetera Financial Group Launches Consolidated Educational Platform with Kick-Off of Inaugural Network-Wide Wealth Management University Event
Cetera Financial Group begins rollout of its centralized, network-wide wealth management educational platform with its inaugural Wealth Management University signature event to participants across all 11 broker-dealer firms within Cetera. The event was attended by over 200 top producing advisors from across the Cetera network.
Cetera Advisors, a Member of Cetera Financial Group, To Provide Registered Investment Advisory and Broker-Dealer Services to Massachusetts-based Comprehensive Strategies
Cetera Advisors LLC will provide broker-dealer and custodial services to Comprehensive Strategies, an independent financial advisory practice that recently joined the Cetera Advisors platform. Based in Sandwich, Massachusetts, Comprehensive Strategies has approximately $140 million in total advisory, brokerage and retirement plan-based client assets.
Cetera Financial Group Appoints J. David Ballard Executive Vice President, Chief Operating Officer
Cetera Financial Group announces that industry veteran J. David Ballard has been appointed Executive Vice President and Chief Operating Officer effective April 13. Mr. Ballard, 47, will be based in Los Angeles and report directly to R. Lawrence “Larry” Roth, Chief Executive Officer of Cetera Financial Group.
Brett Harrison has been appointed to the newly-created position of Executive Vice President of Advisor Growth. In this new role, Mr. Harrison will report directly to Adam Antoniades, President of Cetera Financial Group. Brett will also continue in his role as CEO of Cetera Advisors.
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