Cetera Welcomes Megent Financial
Recruiting Momentum Continues as Cetera Attracts Firm with $640 Million in Client Assets
Since October of 2018, when Genstar secured its ownership of Cetera, I have been honored to have had the opportunity to serve as Chairman of the Board and work closely with the Cetera management team....
Cetera Enhances Retirement Plan Advisory Platform to Include Advice Delivery for Health Savings Accounts
Retirement plan program to include the delivery of advice to Health Savings Account (HSA) plans and other non-ERISA employer-sponsored plans.
Cetera announces that it has partnered with Genstar Capital to accelerate the company’s growth and success under its current brand, culture and leadership team.
Cetera Financial Group Introduces Advisor Texting Solution to Strengthen Advisor / Client Relationships by Enabling Seamless, Compliant Communication
Cetera announces the launch of its new, fully compliant texting solution for affiliated advisors.
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