RCS Capital Corporation announces the executive leadership team for RCAP’s retail advice platform, Cetera Financial Group, including the appointment of R. Lawrence (Larry) Roth to the position of Chief Executive Officer. Mr. Roth will report to Michael Weil, the President of RCAP.
RCS Capital Corporation announces it has closed its previously announced acquisition of the Cetera Financial Group, a leading independent broker-dealer headquartered in El Segundo, CA, from affiliates of Lightyear Capital for $1.15 billion in cash.
Cetera Financial Group Named Advisory Solutions Sponsor Firm of the Year and Honored for Year’s Best Advisory Solutions Marketing Program by the Money Management Institute
Cetera Financial Group announces that it has been named Advisory Solutions Sponsor Firm of the Year and has also received top honors for Advisory Solutions Marketing Program of the Year by the Money Management Institute (MMI), the national association representing the $3.4 trillion managed investment solutions and wealth management industry.
Cetera Financial Group today announces significant expansion of its technology leadership team, naming Mukesh Mehta chief information officer and announcing several new executive hires that will help further expand the technology supporting its advisor’s businesses and develop sophisticated new client-facing tools.
Cetera Financial Group partners with Envestnet to deliver powerful new performance reporting and business analytics capabilities to its advisors. The new, custom technology integrates seamlessly into Cetera’s SmartWorks® workstation to complement its existing trading and rebalancing tools.
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