Cetera Financial Group Broker-Dealers Win Prestigious Industry Awards from WealthManagement.com for Contributions to Practice Management and Advisor Transition Support
Cetera Financial Group announces that it won two prestigious industry awards in the categories of Transition Support for its 90-in-90 plan and Practice Management for First Allied Securities Pentameter® tool at the inaugural WealthManagement.com 2015 Industry Awards, designed to recognize companies making outstanding contributions to support financial advisor success.
2015 Mid-Year Outlook
Tower Square Investment Management presents its perspective on the second half of 2015.
Cetera Financial Group Appoints Tim Stinson as National Sales Manager for Wealth Management and Advisory Products and Services
Cetera Financial Group names Timothy E. M. Stinson its National Sales Manager for wealth management and advisory (fee-based) products and services. In this newly created role, Mr. Stinson is responsible for identifying and developing new opportunities to expand advisors’ fee-based wealth management capabilities.
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.
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