-
By Janet Levaux, AdvisorOne |
May 17, 2013
The move puts the Fresno-based independent broker-dealer at more than $1 billion in affilated client assets and 140 advisors.
-
By Gil Weinreich, AdvisorOne |
May 10, 2013
Conversations about career transitions tend to focus on the advantages of making a move while ignoring the risks of moving, Cetera says.
-
By Editorial Staff |
April 29, 2013
With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
-
By James J. Green, AdvisorOne |
April 5, 2013
With the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.
-
By Marlene Y. Satter, AdvisorOne |
September 4, 2012
Cetera Financial Group announced Tuesday that it was embarking on a unified rebranding that would change the names of its four broker-dealers, but would “not change the way Cetera and its firms operate.”
-
By Savita Iyer-Ahrestani, AdvisorOne |
August 21, 2012
Fifteen years ago, when Mark Mobius, executive chairman of Templeton Emerging Markets Group, first visited China, the swath of land across from Shanghai’s historic waterfront, the Bund, just lay there.
-
By John Sullivan, AdvisorOne |
April 4, 2012
Cetera Financial Group, the renamed and rebranded broker-dealer group once owned by ING and now owned by the private equity firm Lightyear Capital, announced on Monday that it has completed the acquisition of Genworth Financial Investment Services.
-
By James J. Green, AdvisorOne |
January 9, 2012
Firm that focuses on tax professionals as advisors will become fourth BD at Cetera.
-
By John Sullivan, AdvisorOne |
December 6, 2011
In a further sign of economic and legal trouble for the independent broker-dealer space, Pacific West Financial Group, based in Renton, Wash., announced it was discontinuing operations.
-
By Melanie Waddell, AdvisorOne |
November 2, 2011
All three of Cetera’s broker-dealer firms-–Financial Network Investment Corp., Multi-Financial Securities Corp. and PrimeVest Financial Services Inc.–-and their affiliate advisors are now members of FSI.