Farpointe Wealth Partners and DeLong & Brower Financial Services, a top Michigan-based advisory firm, align to deliver integrated wealth, tax and insurance offerings
In addition to its robust suite of succession, buyout, and practice-pairing options, Cetera is also investing in minority positions in unique, wealth management practices
Numerica converting investment services program to Cetera from CUSO
Branch led by industry veteran Michael Bergin affiliating with Cetera Advisors community Latest affiliation follows two significant recruiting wins in June 2022
Texas-based team supports $2.4 Billion in Assets Cetera, a leading financial advice firm, has announced the affiliation of the newly launched Totus Wealth Management. The Texas-based team supports a reported $2.4 billion in wealth management assets. Led by President & CEO, James Starnes, the practice offers full-service financial planning, a complete suite of wealth management services and an array of insurance and protection products. With the need for greater representation within our profession and access to sound financial guidance ever...
John Pierce Appointed Head of Business Development
Cetera Financial Group announced today that Adam Antoniades has been appointed the firm’s Chief Executive Officer, and a member of the Board of Directors. Adam has a long and accomplished history with Cetera, most recently serving as its President since 2014. In this role he has successfully united the organization and its community of financial professionals behind the firm’s strategy of advancing an Advice-Centric Experience. Fintech Tony Salewski, Managing Director, Genstar Capital and member of Cetera’s...
Cetera announced today that Andy Gill, industry executive most recently with Charles Schwab, has joined the company with oversight for the Strategy, Marketing, Advisor Training and Education and Business Consulting teams. Gill will be a member of the executive leadership team, with a dual reporting line to Cetera President, Adam Antoniades, and Interim CEO and Chairman of the Board, Ben Brigeman. Adam Antoniades said, “Andy Gill is an extremely accomplished industry veteran, skilled at driving...
