News

Press Release

Cetera Financial Group announces that industry veteran J. David Ballard has been appointed Executive Vice President and Chief Operating Officer effective April 13. Mr. Ballard, 47, will be based in Los Angeles and report directly to R. Lawrence “Larry” Roth, Chief Executive Officer of Cetera Financial Group.

Press Release

Brett Harrison has been appointed to the newly-created position of Executive Vice President of Advisor Growth. In this new role, Mr. Harrison will report directly to Adam Antoniades, President of Cetera Financial Group. Brett will also continue in his role as CEO of Cetera Advisors.

Press Release

Cetera Financial Group announces a new strategic partnership with Envestnet | Retirement Solutions. Through this new strategic partnership, Cetera Financial Group will offer its leading practice management platform to advisors across its network of broker-dealers who provide retirement plan advice.

Press Release

Cetera Financial Group announces the launch of its comprehensive new Connect2Clients® marketing portal for all of its member broker-dealers and financial advisors. The proprietary new C2C platform will allow advisors to seamlessly develop and oversee ongoing and personalized communications efforts across all available digital channels.

Press Release

Cetera Financial Group announces new strategic partnership with BOK Financial Corporation, which will enable Cetera Financial Group-affiliated financial advisors to offer expanded trust services and support clients with multi-generational family planning.

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