SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced a strategic relationship with Cetera Financial Group (Cetera), the premier financial ...

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 ...

Cetera Financial Group (CFG) is a wealth management network that supports independent advisors, banks, and credit unions nationwide. It offers broker-dealer and RIA platforms, planning tools, and ...

SAN DIEGO, Feb. 26, 2025 /PRNewswire/ — Cetera Financial Group, the premier financial advisor Wealth Hub, successfully closed its asset acquisition of Concourse Financial Group Securities, Inc. (CFGS) ...

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 ...

The MarketWatch News Department was not involved in the creation of this content. Independent team joins Cetera to enhance independence, service and long-term growth SAN DIEGO, March 19, 2026 ...

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) ...

Cetera has completed the acquisition of Matkovic Financial Group, an Indianapolis-based independent practice specializing in wealth management and tax planning that oversees approximately $135 million ...

Cetera and Ameriprise face lawsuits over alleged data breaches exposing sensitive client information and FINRA unveils cyber ...

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 ...

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 ...

Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end ...