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.
Cetera Financial Group Continues Strategic Expansion of Leading Edge Retirement Plan Services Platform through Partnership with Envestnet
Cetera Financial Group announces a new strategic partnership with Envestnet | Retirement Solutions. Through this new strategic partnership, Cetera Financial Group will offer its leading practice management platform to advisors across its network of broker-dealers who provide retirement plan advice.
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