Nearly a year after Mike Durbin joined Cetera Holdings, Cetera is enjoying “tremendous momentum," writes @manganaro_news in @ThinkAdvisor. Read the deep dive Q&A for details about Cetera’s integration efforts, Growth Guarantee results and more. https://t.co/0xIL9HQCc4
Cetera Holdings CEO Michael Durbin shares on all things @Avantax, including growth expectations, the importance of a ‘do no harm’ approach and why the firms make a powerful combination for tax professionals. Read more in @ThinkAdvisor: https://t.co/en8akKQIfi #FinancialPlanning
Cetera announces that the $2.5 billion Patriot Financial Group has affiliated with the Cetera Financial Specialists community. Read more: https://t.co/kQk612r1Ex #FinancialNews#FinancialIndustry#FinancialAdvisors
.@CeteraFinancial gives me the exclusive on the close of their acquisition of Voya's financial planning channel, with the firm retaining more than 90% of Voya advisors and 93% of AUA https://t.co/04Lkf9HybN
#Markets have had an impressive run since March 2020 lows. Rising headwinds could cause a correction. Planning ahead and being prepared is important. Please check out our the latest commentary: https://t.co/ZQHr72FpJq #economy#stockmarket#correction
Curious about what it looks like to be an independent financial professional? @CeteraFinancial breaks down why a growth-oriented, entrepreneurial mindset is key when looking to forge your own path in the world of financial planning.
Cetera Financial Specialists gathered for our monthly Birthday & Anniversary celebration via Zoom. I am so proud of our entire team as we navigate these unprecedented times. They are professionals and continue to provide our Advisors with a Red Carpet Experience!!
#HealthWorkers are heroes, but they are humans too. Many of those who are fighting #COVID19 haven’t had a moment's rest or time with their families in days or even weeks. It's our turn and our duty to take care of them. #StayHome when asked.
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Let's roll out a #redcarpet CONGRATS to Johns Brothers Financial! This week, they opened a 2nd office location in The Villages, FL. The dedication to their practice & clients is truly inspiring! We have a feeling more growth is on the way! #advisorgrowth#investedinyoursuccess
Congratulations to Robert Fezza, one of our lovely and devoted street volunteers and mentors, for being recognized as a finalist for the Volunteer of the Year in the 2018 Invest in Others Awards. #investinothers#sufkatlanta#standupatl#volunteering
As he heads into role of interim CEO, Ben Brigeman, our Board Chairman, sent an official letter to media partners. Take confidence knowing Cetera is strong & unwavering in our dedication to clients, staff & the financial profession. Here's the full letter: https://t.co/LTjD9C7ng6
Cetera president Adam Antoniades is kicking off 2019 with our advisors, who are coming together today to help drive strategy through enterprise action committees! #seatatthetable https://t.co/Mc9imrne9a
Our tradition of giving continues! At #Connect18TX & our home offices, we’re raising funds, accepting toiletry donations & writing letters to support @soldiersangels. CEO @RJMGLENLAKE & CFO Jeff Buchheister want you to know, Cetera will match all financial donations up to $50k!
The #Connect18TX mobile app is here. Download it and build your agenda today to score a special @uber offer! Check your email for download instructions and watch Advisors News for all the details!
Advisors should have “a clear stake in the upside and potential” in the firm’s new ownership structure and in their own businesses... More on Genstar’s partnership and future plans for Cetera with our CEO @RJMGLENLAKE via @ThinkAdvisor. https://t.co/wp9b94xQFc