Top Tweets for #CeteraTop10
#CeteraTop10 bonus – there were literally cheers around the home office when @adamantoniades was named CEO. It feels right that our very last post of the year celebrates our new CEO. Read his Because More Matters article here: https://t.co/c1A09EryLO
Who had record growth & was ft. in this story: “Cetera OSJ nears $1B in client assets on succession-fueled growth?”
If you guessed Trevor Wilde & the @wildewealthmanagement team, you’re correct! Read more w. @TobySalFP in @finplan @ https://t.co/0FSU0T47nY. #CeteraTop10
Cetera is helping Americans live their best retirement! We introduced a variety of tools to make retirement plan business easy including: 3(38) inv. solutions, enhanced fee-for-service with 401K & launched #SetIncome. More in @wealth_mgmt @ https://t.co/mIb22CfBhY #CeteraTop10
Hey @genegoldman1 fans, here’s where he explains why @ceteraIM was #cautiouslyoptimistic in the financial markets with @JoeSquawk on @SquawkCNBC. #CeteraTop10 https://t.co/opFkFTQTWi
Today is a special day for many so we’re sharing a special moment! After wrapping our award-winning Connect conference, thanks to the generosity of our advisors, partners & staff, we were able to donate $210K to @youthonrecord. #ConnectCetera #CeteraTop10 https://t.co/nmQ904sWhJ
Giving advisors a #seatatthetable pays off as evidenced by the successful launch of #LegacyBuilder. This business continuity planning program is exclusive to Cetera and vital to a financial practice. Matt Porters shares why in @FAmagazine. https://t.co/VLlVHTM4zz #CeteraTop10
In April, we announced the expansion of the #CeteraFamily with plans to create our newest division, #CeteraInvestors. It marked our largest acquisition of 2019! Check us out in @citywire @ https://t.co/wyv0ii1mVR #CeteraTop10
Back in March, we led the competition in the independent space by announcing our adoption of #AdvicePay and fee-for-service offering. This scored us and @michaelkitces a nice write up in @barrons with @RossSnel. https://t.co/Y3Niq5ZqAQ #CeteraTop10
At #T32019 @ryanWneal said, “Cetera's Decipher platform was the coolest piece of adviser fintech I've seen in four years of attending T3...” Read the full recap in @investmentnews @ https://t.co/m8KI6lO7xV #CeteraTop10 #flashbackFriday
Join us in looking back to our top stories of 2019! We’ll be sharing featured coverage from now through the end of the year. Follow along with the hashtag #CeteraTop10
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