Cetera Financial Group announces new strategic partnership with BOK Financial Corporation, which will enable Cetera Financial Group-affiliated financial advisors to offer expanded trust services and support clients with multi-generational family planning.
Cetera Financial Group Grants $6.7 Million to 61 Independent Advisors in Business Plan Challenge
Cetera Financial Group announces its selection of 61 independent advisors and advisory firms from across the network as winners of its Business Plan Challenge. The awarded funds total $6.7 million and will allow the winning advisors to implement their vision and proposed initiatives to grow their businesses.
Cetera Financial Group Announces Rollout of Specialized Consulting Resources to Support Advisors in Addressing Clients’ Complex Legal, Tax and Accounting Needs
Cetera Financial Group announces rollout of its Advanced Planning Group’s services to top-tier advisors across the network, representing roughly 10 percent of all Cetera Financial Group-affiliated advisors. The Advanced Planning Group is an in-house consulting resource that supports advisors in addressing clients’ complex financial planning needs.
RCS Capital Corporation Announces Agreement with JMP Securities to Distribute Securities Offerings through Cetera Financial Group, RCAP’s Leading Independent Retail Advice Platform
RCS Capital Corporation (RCAP) and JMP Securities LLC (“JMP”) announces an agreement to provide the over 9,700 financial advisors at Cetera Financial Group, RCAP’s retail advice platform, with the opportunity to participate in initial public offerings and other securities offerings underwritten by JMP.
RCS Capital Corporation announces to enter into an agreement to acquire a majority interest in Docupace Technologies, a pioneer in providing integrated, electronic processing technologies and systems for financial institutions and wealth management firms.
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