Broker/dealer executives aren't comfortable with their firms' cybersecurity, Schwab survey finds everyday financial stress is a detriment to retirement planning, and Natixis' Managed Portfolio Advisors builds a flexible UMA platform for Securian...
The deal brings another 3,200 advisors to the nation’s largest independent broker/dealer, and it’s the latest in a trend of insurance firms exiting the b/d business.
As chief information officer, Michael Ragunas will lead the rollout of Cetera's Advice Architect Ecosystem.