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Cetera Financial Group

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  • May 17, 2013
    blog

    Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

    A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
  • Mar. 18, 2013
    blog

    IBDs Dress Up Offerings to Retain Fee-Based, Tactical Advisors

    Some large independent broker/dealers are dressing up their offerings to retain and attract fee-based advisors who manage their clients’ assets on a discretionary basis....More
  • Sep. 4, 2012
    blog

    Cetera’s Rebranding: A Savvy Move?

    Cetera Financial Group, the private equity-owned network of independent broker/dealers, announced today that it is rebranding its four broker/dealers to include the “Cetera” name. Industry analysts believe it’s a smart move for the company....More
  • Jan. 23, 2012
    article
    REP.

    Aite Group: What’s in store for 2012

    Margin pressure, upheaval in advisory business models, lack of certainty in the market – most of the current trends in the wealth management industry can be traced back to the global financial crisis in 2008. Three years after the world fell apart, the industry is still adjusting to the aftershocks....More
  • Apr. 8, 2011
    article
    REP.

    Multi-Financial Comes Out of Hiding With Big Growth Plans

    Independent broker-dealer Multi-Financial is undergoing a major growth initiative, ramping up its recruiting, wealth management platform capabilities and practice management services, said President and CEO Brett Harrison. Recruiting is already up 900 percent from last year, and the firm has brought on $9 million in production in the past five months, and plans to add $20 million in total production this year....More
  • Mar. 8, 2011
    article
    REP.

    IBDs Dress Up Offerings For Hybrids

    The hybrid hype is growing. Independent broker-dealers have lately been ramping up their efforts to attract hybrid advisors, launching new recruiting efforts and rolling out integrated commission and fee-based platforms and hybrid-specific services. Meanwhile, two major custodians released reports about the importance of the hybrid market in the past two weeks....More
  • Nov. 1, 2010
    article
    REP.

    Meet The Indies

    Q&A with CEOs of Cetera and AIG Advisor Network....More
  • Aug. 1, 2010
    article
    REP.

    Ten to Watch 2010-2011: Hybrid Hunter

    Valerie Brown, Chief executive officer, Cetera Financial Group...More

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