Cetera Financial Group

Cetera Appoints Marten Hoekstra to Board of Directors

Retrieved on: 
화요일, 5월 7, 2024
Cetera Financial Group, UBS, Growth, Paine Webber, Marten, SAN, Management

SAN DIEGO, May 7, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced today that Marten Hoekstra has joined its Board of Directors. Hoekstra has nearly 30 years of experience in leadership roles at UBS and its predecessor firm PaineWebber and has a deep understanding of the wealth management industry. As the newest member of Cetera's Board of Directors, he will be instrumental in guiding Cetera's organic growth strategies through recruitment, retention and asset growth.

Key Points: 
  • SAN DIEGO, May 7, 2024 /PRNewswire/ -- Cetera Financial Group , the premier financial advisor Wealth Hub, announced today that Marten Hoekstra has joined its Board of Directors.
  • As the newest member of Cetera's Board of Directors, he will be instrumental in guiding Cetera's organic growth strategies through recruitment, retention and asset growth.
  • "I have known Marten for many years, and it is abundantly clear that he is among the best and brightest leaders in our industry," said Mike Durbin, CEO of Cetera Holdings.
  • I look forward to working closely with Marten and the rest of the Board to advance Cetera's long-term goals and serve our financial professionals."

Cetera Launches Active ETF Research Select List

Retrieved on: 
수요일, 5월 1, 2024
ETF, CIM, Cetera Financial Group, SAN, Financial adviser

SAN DIEGO, May 1, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Cetera Investment Management (CIM), a registered investment adviser, has launched its Active Exchange Traded Funds (ETF) Research Select List available to Cetera-affiliated professionals. CIM's newest select list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, arming Cetera financial professionals with a thoroughly analyzed and vetted list of recommendations in a rapidly growing investment segment.

Key Points: 
  • New recommended list represents approximately 50 active ETFs across 26 equity, fixed income, and alternative asset classes
    SAN DIEGO, May 1, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Cetera Investment Management (CIM), a registered investment adviser, has launched its Active Exchange Traded Funds (ETF) Research Select List available to Cetera-affiliated professionals.
  • CIM's newest select list features 50 active ETFs across 26 equity, fixed income and alternative asset classes, arming Cetera financial professionals with a thoroughly analyzed and vetted list of recommendations in a rapidly growing investment segment.
  • "We are proud to become one of only a handful of firms offering an active ETF recommended list to help educate our advisors about this growing investment structure," said Chief Investment Officer Gene Goldman, CFA®.
  • The number of Active ETFs has grown steadily since the U.S Securities and Exchange Commission (SEC) approved the ETF Rule (Rule 6c-11) in 2019.

WORLD INSURANCE ASSOCIATES NAMES KEN BOND AS NEW CHIEF CORPORATE DEVELOPMENT OFFICER

Retrieved on: 
화요일, 4월 30, 2024
University, Creighton University, Nuclear engineering, University of Pennsylvania, United, Commercial, Insurance, Cetera Financial Group, Aon (company), Navy, Bond, Nuclear Power School, SVP, Acquisition, Cetara, Genstar Capital, Management

ISELIN, N.J., April 30, 2024 /PRNewswire/ -- World Insurance Associates LLC (World), one of the fastest growing insurance brokerages in the U.S., announced today that Ken Bond has joined World as its new chief corporate development officer.

Key Points: 
  • ISELIN, N.J., April 30, 2024 /PRNewswire/ -- World Insurance Associates LLC (World), one of the fastest growing insurance brokerages in the U.S., announced today that Ken Bond has joined World as its new chief corporate development officer.
  • As an integral part of World's executive leadership team, Bond is responsible for overseeing corporate development for all three of World's businesses including retail insurance, retirement plan and wealth management services and wholesale insurance.
  • "I am thrilled to have an industry leader like Ken join our talented team," said Rich Eknoian, chief executive officer of World.
  • "It is extremely exciting to join World during this time of explosive growth across all of its businesses," said Ken Bond, World's chief corporate development officer.

Cetera Names Michael Molnar Head of Corporate Development

Retrieved on: 
목요일, 4월 25, 2024
Goldman Sachs, Rutgers University, Molnár, Insurance, Cetera Financial Group, Growth, RIA, Corporate development, CPA, University, M&A, University of Chicago, Genstar Capital, Accenture, MBA, Arthur Andersen, SAN, CMA, London School of Economics, Financial adviser

SAN DIEGO, April 25, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has named Michael Molnar its Head of Corporate Development. Molnar, a Wall Street veteran who has been a buy-side investor, an investment banker and a sell-side analyst, previously led corporate development, M&A and succession planning for Avantax, Inc., acquired by Cetera Holdings in November 2023.

Key Points: 
  • A Wall Street veteran, Molnar spent the past four years with Avantax, Inc., the tax-focused wealth management firm acquired by Cetera last year
    SAN DIEGO, April 25, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, has named Michael Molnar its Head of Corporate Development.
  • Molnar, a Wall Street veteran who has been a buy-side investor, an investment banker and a sell-side analyst, previously led corporate development, M&A and succession planning for Avantax, Inc., acquired by Cetera Holdings in November 2023.
  • Molnar will lead corporate development for the combined Cetera-Avantax organization, overseeing the M&A team focused on acquisitions and succession solutions.
  • Molnar replaces Ken Bond and will now lead the combined corporate development organization while working closely with Cetera Financial Group CFO Jeffrey Buchheister and Cetera Holdings CEO Mike Durbin.

Cetera Welcomes $135 Million AUA Advisor Duo to Cetera Advisor Networks

Retrieved on: 
화요일, 4월 2, 2024
Freedom, American College, SAN, Life, City, Cetera Financial Group, LPL Financial, Johansen, Investment, Series 7, Adviser, National Association, Series 6, Teaching, Financial adviser

SAN DIEGO, April 2, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Kip Johansen* and Patrick Wight* have joined Cetera Advisor Networks via AdvisorNet Financial doing business as Mill City Financial Partners. Mill City Financial Partners provides comprehensive financial planning and investment advice to clients and had more than $135 million in assets under administration** as of Nov. 30, 2023. The pair joined Cetera from LPL Financial.

Key Points: 
  • SAN DIEGO, April 2, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Kip Johansen* and Patrick Wight* have joined Cetera Advisor Networks via AdvisorNet Financial doing business as Mill City Financial Partners.
  • "We were immediately impressed by the support and resources Cetera and Cetera Advisor Networks offers its affiliated advisors and advisor groups," said Johansen.
  • "I am proud to welcome Mill City Financial Partners to our community of talented financial professionals, which continues attracting top talent," said Cetera Advisor Networks President Tim Stinson.
  • Click here for more information about Cetera Advisor Networks and click here for more information about AdvisorNet Financial.

Cetera Financial Institutions Launches Credit Union Council

Retrieved on: 
목요일, 3월 28, 2024
Culture, Partnership, SAN, Wealth management, Langley Federal Credit Union, Cetera Financial Group, Meriwest Credit Union, Credit, GTE, Numerica Credit Union, Rogue Credit Union, Achieva Credit Union, Credit union, Bank

SAN DIEGO, March 28, 2024 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Cetera Financial Institutions has launched a groundbreaking new Credit Union Council, aimed at providing Cetera's participating credit union partners with a forum to share ideas, best practices and other thought leadership for the betterment of their wealth management programs. The inaugural council is comprised of seven members, who held a successful meeting in early March 2024. Members include representatives from: Numerica Credit Union, Meriwest Credit Union, A+ Federal Credit Union, Rogue Credit Union, Langley Federal Credit Union, GTE Financial Credit Union and Achieva Credit Union.

Key Points: 
  • SAN DIEGO, March 28, 2024 /PRNewswire/ -- Cetera Financial Group , the premier financial advisor Wealth Hub, announced that Cetera Financial Institutions has launched a groundbreaking new Credit Union Council, aimed at providing Cetera's participating credit union partners with a forum to share ideas, best practices and other thought leadership for the betterment of their wealth management programs.
  • Members include representatives from: Numerica Credit Union, Meriwest Credit Union, A+ Federal Credit Union, Rogue Credit Union, Langley Federal Credit Union, GTE Financial Credit Union and Achieva Credit Union.
  • "We are delighted to be part of the inaugural Credit Union Council established by Cetera Investment Services; a collaborative platform dedicated to elevating the credit union experience," said Ian K. Foo, AIF, president of Meriwest Wealth Advisors, part of Meriwest Credit Union.
  • The launch of the credit union council builds the recent momentum displayed by Cetera Financial Institutions, including its affiliation of Hawaii State Federal Credit Union and its innovative partnership with Wealth Access, the leading customer data insights platform unifying and enriching data to power hyper-personalized experiences for financial institutions and investment clients.

Cetera Bolsters Legal Team with New Hires and Additional Internal Staff

Retrieved on: 
화요일, 3월 26, 2024
UCLA School of Law, University of Denver, SAN, Regulatory affairs, History, Policy, Cetera Financial Group, University, Senior counsel, MBA, Buffalo, Counsel, Investment, University of California, Berkeley, Fidelity Investments, Retirement, University at Buffalo, Harvard Law School

SAN DIEGO, March 26, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it has expanded its legal team to include a key new hire as well as multiple internal promotions and transitions into the department. The growth signals Cetera's commitment to serving advisors with industry-best legal resources in an increasing regulatory environment. The changes include:

Key Points: 
  • Kirwin comes to Cetera with an extensive background in investments and brokerage firms, having spent more than 15 years in the legal department at Fidelity Investments.
  • In this new role, he joins the legal leadership team and will expand his business support leadership to cover multiple departments firm wide.
  • Mark Quinn, Cetera's Head of Regulatory Affairs since 2015, transitioned to the legal team from Cetera's risk department.
  • "With these new appointments, I am confident that Cetera's legal department represents a powerful team that is comprised of the industry's best and brightest legal minds.

Cetera Introduces Bitcoin ETF Policy and Guidance for Financial Professionals

Retrieved on: 
목요일, 3월 14, 2024
Bitcoin, ETF, Education, SAN, Knowledge, Policy, Cetera Financial Group, Cryptocurrency

SAN DIEGO, March 14, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it has introduced a new policy regarding the usage of bitcoin ETFs in brokerage accounts. The policy includes education and resources designed to help affiliated financial professionals guide their clients in incorporating bitcoin ETFs into their investment portfolios. Cetera is among the first wealth management firms to roll out a formal policy on bitcoin ETFs as exponentially more investors are exploring the products and investing in bitcoin.

Key Points: 
  • The policy includes education and resources designed to help affiliated financial professionals guide their clients in incorporating bitcoin ETFs into their investment portfolios.
  • Cetera is among the first wealth management firms to roll out a formal policy on bitcoin ETFs as exponentially more investors are exploring the products and investing in bitcoin.
  • "As expected, we are prudently embracing bitcoin ETFs and we prioritized developing this important guidance to help our financial professionals implement these products in client portfolios," said Matt Fries, head of investment products and partner solutions at Cetera.
  • Cetera has approved usage of the following spot bitcoin ETFs: Invesco Galaxy Bitcoin ETF (BTCO), Franklin Bitcoin ETF (EZBC), Fidelity Wise Origin Bitcoin Fund (FBTC), and Blackrock iShares Bitcoin Trust (IBIT).

Securian Financial Reports Strong 2023 Results

Retrieved on: 
목요일, 2월 29, 2024
Professional Services, Insurance, Human Resources, Finance, Cetera Financial Group, Standard, Multimedia, Cetara, Investment, Growth, Minneapolis–Saint Paul, Hospice and palliative medicine, Life, GAAP, Sun, Capital, Mortality, Housing, Partnership, Financial adviser

View the full release here: https://www.businesswire.com/news/home/20240229392922/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240229392922/en/
    “In 2023, we generated strong financial results and took bold steps to position the company for continued success in our chosen markets,” said Chris Hilger, Securian Financial’s chairman, president and CEO.
  • Insurance in force—the financial protection Securian Financial provides to its customers—was over $1.6 trillion, rising more than 7%.
  • Securian Financial also maintains a fully funded, 100% employer-paid pension plan, with employees vested in the pension after five years of service.
  • Per its usual annual cycle, Securian Financial expects to release its 2023 Annual Report—with audited GAAP financial information—in April.

Cetera Earns Technology Innovation Award for its Comprehensive Digital Platform, Growth360°

Retrieved on: 
목요일, 3월 7, 2024
Cetera Financial Group, SAN, Growth

SAN DIEGO, March 7, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that it has earned the 2024 Bank Insurance Securities Association (BISA) Technology Innovation Award for its strategic, peer-driven digital platform, Growth360°. This marks Cetera's 11th time winning the BISA Technology Innovation Award, which recognizes companies for their commitment to technology solutions in the financial services industry.

Key Points: 
  • BISA Technology Innovation Award recognizes leadership in the advancement of the financial services industry's products, services, and platforms through technology innovation
    SAN DIEGO, March 7, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that it has earned the 2024 Bank Insurance Securities Association (BISA) Technology Innovation Award for its strategic, peer-driven digital platform, Growth360°.
  • This marks Cetera's 11th time winning the BISA Technology Innovation Award, which recognizes companies for their commitment to technology solutions in the financial services industry.
  • Growth360° is one example of Cetera's commitment to delivering technology innovation and advancements that help its advisors optimize their business and best serve their clients.
  • The award adds to the growing list of Cetera product offerings that are BISA Technology Innovation Award winners, including MarketingCentral, AdviceWorks, My Advice Architect, and DataPak.