Cetera Financial Group

Ronin Wealth Management Joins Cetera Advisors

Retrieved on: 
Tuesday, June 13, 2023
LOS, Rōnin, Philosophy, Entrepreneurship, LPL, Cetera Financial Group, Wealth management, Acquisition, LPL Financial, Financial adviser, Financial services, Cetara

LOS ANGELES, June 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that the advisors of Ronin Wealth Management have joined Cetera Advisors. Managing Director and Wealth Management Advisor Marshall Thomas and Wealth Management Advisor Travis Venable were previously affiliated with LPL Financial and oversee approximately $75 million in assets for high-net-worth clients, as of May 31, 2023.

Key Points: 
  • Team overseeing $75 million in assets under administration serves high-net-worth clients, joins from LPL
    LOS ANGELES, June 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that the advisors of Ronin Wealth Management have joined Cetera Advisors.
  • Managing Director and Wealth Management Advisor Marshall Thomas and Wealth Management Advisor Travis Venable were previously affiliated with LPL Financial and oversee approximately $75 million in assets for high-net-worth clients, as of May 31, 2023.
  • "Ronin's refreshing philosophy, coupled with Marshall's history of entrepreneurship and Travis' strength in advisory operation services, makes this firm an ideal fit with Cetera Advisors," said Brett Harrison, president of Cetera Advisors.
  • "We welcome Ronin Wealth Management and look forward to collaborating to achieve success both for the firm and its clients."

The State Bank Selects Ameriprise Financial to Manage its Investment Program

Retrieved on: 
Thursday, June 8, 2023
Personal Finance, Finance, Banking, Professional Services, Fintech, Linda, State, Partnership, Cetera Financial Group, AMP, Trust, The State bank, State bank, Digital, Trust service provider, NYSE, Financial adviser, Ameriprise Financial

Ameriprise Financial (NYSE: AMP) today announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial Group.

Key Points: 
  • Ameriprise Financial (NYSE: AMP) today announced The State Bank, an independently owned bank with more than $1.75 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from Cetera Financial Group.
  • “Our new partnership with Ameriprise Financial is founded on our shared focus on providing an excellent client experience,” said Ronald Justice, President & CEO of The State Bank.
  • The State Wealth Advisors is led by program manager Tom Hufton, Vice President of Wealth Management and Trust Services at The State Bank.
  • “We’re thrilled to partner with The State Bank to help their clients achieve their financial goals with more confidence,” said Jay McAnelly, Group Vice President, Ameriprise Financial Institutions Group.

Cetera Recognized as Finalist for Record Six 'Wealthies' Awards

Retrieved on: 
Friday, June 2, 2023
Fed, Employment, Cetera Financial Group, Integration, The Wealthy Barber, Policy, DEIB, YOY, Organization, Student, Practice management, Ziegfeld Theatre (1969), Financial adviser, Cetara

LOS ANGELES, June 2, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has been recognized as a finalist for a record six 2023 Wealth Management Industry Awards ("Wealthies"). Cetera is tied for the second-most finalists from a field of more than 1,000 entries by 413 companies.

Key Points: 
  • LOS ANGELES, June 2, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has been recognized as a finalist for a record six 2023 Wealth Management Industry Awards ("Wealthies").
  • Cetera is tied for the second-most finalists from a field of more than 1,000 entries by 413 companies.
  • Cetera earned finalist recognition for thought leadership, transition support, practice management, corporate responsibility and diversity, equity, inclusion and belonging (DEIB) initiatives.
  • Caring Cetera is a 501(c)3 philanthropy founded and led by Cetera financial professionals across the organization's communities, which has raised more than $1.2 million for wide-ranging causes.

The Principal Financial Group selects QUODD's Universe+ platform for market data information

Retrieved on: 
Wednesday, May 24, 2023
Principal Financial Group, API, Cetera Financial Group, Users' group, Workflow, Cryptocurrency, Online shopping

JERSEY CITY, N.J., May 24, 2023 /PRNewswire/ -- QUODD, a comprehensive market data on demand provider for the global financial services industry and a NewSpring Holdings platform company, is pleased to announce the addition of the Principal Financial Group to its growing list of Universe+ clients.

Key Points: 
  • JERSEY CITY, N.J., May 24, 2023 /PRNewswire/ -- QUODD, a comprehensive market data on demand provider for the global financial services industry and a NewSpring Holdings platform company, is pleased to announce the addition of the Principal Financial Group to its growing list of Universe+ clients.
  • QUODD's Universe+ is an API-based cloud platform that delivers comprehensive security pricing, reference data, and analytics across all asset classes, integrating mutual fund, equities, and fixed income pricing data.
  • "Universe+ has allowed us to scale our business with our increasing need for timely and accurate data.
  • "With Universe+, we have brought global market data content to a user's fingertips for online display and download.

LPL Financial, Bleakley Financial Group Welcome Amwell Ridge Wealth Management

Retrieved on: 
Thursday, May 18, 2023
Business development, Partnership, Cetera Financial Group, RIA, Risk management, Retirement, LPL, Financial adviser

CHARLOTTE, N.C., May 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Amwell Ridge Wealth Management, led by Managing Partner David Johnston, CFP®, has joined LPL Financial’s broker-dealer, corporate (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing firm serving LPL-affiliated advisors.

Key Points: 
  • CHARLOTTE, N.C., May 18, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that Amwell Ridge Wealth Management, led by Managing Partner David Johnston, CFP®, has joined LPL Financial’s broker-dealer, corporate (RIA) and custodial platforms, aligning with Bleakley Financial Group, an existing firm serving LPL-affiliated advisors.
  • Located in Flemington, N.J., Johnston opened Amwell Ridge Wealth Management in 1996 driven by the fundamental belief that a proper financial plan begins with risk management, then infuses innovative, enhanced diversification within an investment portfolio.
  • The decision to join Bleakley Financial Group and LPL was based on Johnston’s desire to address the shifting needs of his business.
  • We congratulate Bleakley for growing its network of quality advisors, and we look forward to a long-lasting relationship with the entire team at Amwell Ridge Wealth Management.”

Cetera Appoints Mike Durbin to CEO of Cetera Holdings

Retrieved on: 
Wednesday, May 17, 2023
Morgan Stanley, Cetera Financial Group, Investment, RIA, Antoniades, Fidelity Investments, Genstar Capital, Veolia Water Technologies & Solutions, Growth, LOS, Retirement, Fidelity, Management, Financial adviser, Cetara

LOS ANGELES, May 17, 2023 /PRNewswire/ -- Cetera Holdings, the holding company of Cetera Financial Group, the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has appointed Mike Durbin as CEO. In addition, Durbin will serve as a member of the Cetera board of directors. Adam Antoniades will continue to serve as CEO of Cetera Financial Group and as a member of the board of directors.

Key Points: 
  • LOS ANGELES, May 17, 2023 /PRNewswire/ -- Cetera Holdings , the holding company of Cetera Financial Group, the premier financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, announced today that it has appointed Mike Durbin as CEO.
  • In addition, Durbin will serve as a member of the Cetera board of directors.
  • Adam Antoniades will continue to serve as CEO of Cetera Financial Group and as a member of the board of directors.
  • "We look forward to continued execution of our new five-year plan and achieving meaningful growth together with Mike, Adam and the entire Cetera team."

Cetera's Connect2Peers Event Scores Repeat "Stevie" American Business Award

Retrieved on: 
Thursday, May 11, 2023
Organization, Stevie Awards, LOS, Cetera Financial Group, American Business Women's Association, Marriott Marquis, Nightclub, Cetara, U.S.A, Conference

LOS ANGELES, May 11, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that its popular Connect2Peers event earned a Silver Stevie® award in the events category in the 21st annual American Business Awards®. This is Cetera's fourth Stevie events award since 2019. More than 3,700 nominations from organizations of all sizes and across industries were submitted for consideration in a wide range of categories.

Key Points: 
  • More than 3,700 nominations from organizations of all sizes and across industries were submitted for consideration in a wide range of categories.
  • Held in Dallas in August 2022, Connect2Peers hosted record attendance, with advisors traveling from across the country to participate.
  • Connect2Peers 2023 is scheduled for July 24-27 in Denver, with event registration nearing capacity several months prior to the event.
  • The American Business Awards are the U.S.A.'s premier business awards program.

Cetera Adds Manager Program to its Top Advisory Platform

Retrieved on: 
Thursday, April 27, 2023
MAA, Cetera Financial Group, Financial adviser, Cetara

LOS ANGELES, April 27, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it has enhanced its popular My Advice Architect advisory platform (MAA) with a new Manager Program offering. The Manager Program empowers advisors to provide portfolio personalization at scale through direct or custom indexing capabilities designed to address specific tax management needs. The new program offers wide-ranging tools that help advisors build more sophisticated and resilient client portfolios by employing strategies such as values-based investing and automatic tax-loss harvesting and providing more access to institutional asset management.

Key Points: 
  • LOS ANGELES, April 27, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it has enhanced its popular My Advice Architect advisory platform (MAA) with a new Manager Program offering.
  • The Manager Program empowers advisors to provide portfolio personalization at scale through direct or custom indexing capabilities designed to address specific tax management needs.
  • Launched in 2017, MAA has nearly $100 billion in advisory assets* on its platform and is Cetera's fastest-growing advisory platform, which provides various advisory programs with a range of services.
  • Advisors using MAA as their primary advisory platform report exponential business growth, increasing their assets faster on average compared to advisors only leveraging an older advisory platform at Cetera.

Cetera Announces First Quarter Recruiting Results

Retrieved on: 
Thursday, April 20, 2023
Cetera Financial Group, The Guardian Life Insurance Company of America, Key, Totu, Shimla, Wooster Square, Mechanics, Financial adviser, Cetara

LOS ANGELES, April 20, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it attracted nearly $3 billion in assets under administration through its organic recruiting efforts in the first quarter of 2023. In addition, Cetera Investment Services finalized strategic relationships with two financial institution investment programs (Mechanics Investment Services and UNCLE Wealth Management).  The strong quarter reflects advisors' continued interest in Cetera's wealth hub, which empowers advisors to affiliate in whichever way they deem most appropriate and supports advisors throughout their professional lifecycles.    

Key Points: 
  • Key first quarter affiliations include:
    The advisors of Rohlik Financial Group joined Cetera Advisor Networks via AdvisorNet Financial , one of the largest regions within Cetera Advisor Networks.
  • The advisors of Wooster Square Advisors joined Cetera Advisor Networks via Cetera Wealth Partners .
  • The advisors of True Wealth Advisor Group affiliated with Cetera Advisor Networks via Cetera Wealth Partners.
  • The True Wealth Advisor Group team manages approximately $206 million in assets under administration, as of January 30, 2023
    The first quarter momentum follows a record 2022, when Cetera attracted $13 billion in organic recruiting and Cetera Investment Services onboarded 11 financial institutions.

Cetera Earns Technology Innovation Award for Its Comprehensive Digital Platform, MarketingCentral

Retrieved on: 
Thursday, April 13, 2023
Cetera Financial Group, Marketing, LOS, Banking, Insurance and Finance Union, Cetara

LOS ANGELES, April 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it recently earned the 2023 Bank Insurance Securities Association (BISA) Technology Innovation Award for its comprehensive digital platform, MarketingCentral. This award recognizes companies for their commitment to technological solutions in the financial services industry.

Key Points: 
  • 2023 BISA Technology Innovation Award recognizes leadership in the advancement of the financial services industry's products, services, and platforms through technology innovation
    LOS ANGELES, April 13, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), an at-scale wealth hub that offers financial professionals and institutions the latest solutions, support and services, announced today that it recently earned the 2023 Bank Insurance Securities Association (BISA) Technology Innovation Award for its comprehensive digital platform, MarketingCentral.
  • MarketingCentral is the latest 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 AdviceWorks, My Advice Architect, and DataPak.
  • Click here to learn more about the BISA Technology Award and visit www.cetera.com for more information.