Larry Roth will take over the senior management team of Cetera Financial Group, replacing Valerie Brown, longstanding head of Cetera and its predecessor broker/dealer firms. The shakeup comes about ...

Independent team joins Cetera to enhance independence, service and long-term growth SAN DIEGO, March 19, 2026 /PRNewswire/ -- Cetera has welcomed financial advisor Jonathan Cunningham, RFC(R) and his ...

In addition, Savant Wealth adds head of advice to the CIO’s role; InspereX bolsters RIA and private market sales teams; and ...

We empower advisors with the tools, teams, and tech to manage and scale your business with ease. For more than 40 years, Cetera has made it easier for independent financial professionals, financial ...

John Lefferts joined Cetera last April to lead its supported independence division but says the role wasn't the right fit.

O’Brien, who will assume the role in May 2026, is tasked with accelerating advisor expansion and converting the firm’s enterprise footprint into a sustained competitive edge. His mandate comes as ...

SAN DIEGO, March 4, 2025 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced that advisor Tim Clairmont, MSFS™, LACP, CTS, CAS, BCM, CFS* has joined Cetera ...

SAN DIEGO, March 11, 2025 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced that Charlie Kraft* has joined Cetera Investors. Kraft provides comprehensive ...

Cetera Financial Group is adding another notch to its broker-dealer acquisition record as a life insurance and annuities firm based in Alabama looks to focus on its core businesses. On Tuesday, Cetera ...

Protective closes asset purchase agreement with Cetera Financial Group for Concourse Financial Group Securities, Inc. Protective closes stock purchase agreement with Simplicity Group for Concourse ...

SAN DIEGO, March 6, 2025 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, announced that it has earned the 2025 Bank Insurance & Securities Association (BISA) ...

SAN DIEGO, Sept. 25, 2025 /PRNewswire/ — Cetera announced today that its employee-based RIA, The Retirement Planning Group (TRPG), successfully closed an acquisition of HMC Partners, bringing ...