Cetera Financial Group

Approaching the 60th U.S. presidential election, Cetera Investment Management cuts through the fog of polarization to continue offering independent market and economic research. In its latest commentary, the team discusses what markets could expect during this election cycles and from the next administration – all from a non-partisan lens. https://lnkd.in/gTgWgmMu

We’re still smiling about this year’s record-breaking #Connect2Peers, which hosted nearly 2,000 attendees and raised $115,000 for charity. Cetera advisors – thank you for sharing this experience and making Connect2Peers such a hit. Mark your calendars to join us next year in Orlando July 21-24, 2025! https://lnkd.in/ggSK7QmT

The #Fed is shifting from raising rates to cutting them. Join CIO @Gene Goldman, CFA, on this week’s episode of #TheWeekAhead as he explains how this week’s key inflation report should help the #Fed decide how much they’ll cut. https://lnkd.in/eBGrDfHG

In May 1984, Rick Anderson, currently Cetera Investment Management (CIM) Investment Director in St. Cloud, MN, was hired fresh out of college as the third employee of a brand-new brokerage firm, Bankers Systems Brokerage Services. A highlight for the new hire? Conducting the firm’s very first trade for the owner. Rick observed, learned and was promoted to head of the trading department. This firm was acquired by John G Kinnard in Minneapolis and renamed PrimeVest, eventually becoming ING and now Cetera. Change and growth led to new opportunities for Rick, allowing him to lean into roles that explored his strengths. He went on to focus on research, now managing CIM’s third-party equity and ETF research platforms, as well as developing and writing the Market Recap series. Rick’s work also appears in every employee and advisor’s mailbox each morning, as he has authored the Daily Marketing Briefing for over 30 years. Rick recently celebrated the incredible anniversary milestone of 40 years, reflecting on Cetera as a great and rewarding place to work. Thank you, Rick! Pictured: Rick and colleagues in 1993 #ThisIsCetera

Take a look at BISA’s 2024 issue of “Portfolio” magazine, where LeAnn Rummel and John Van Ermen discuss the keys to a unified client experience. In this article, they bring in the perspectives of four industry experts – Michael Joyce, president of First Merchants Private Wealth Advisors, Miles Milton, chief wealth management officer of Hancock Whitney Bank, Mike Wilson, managing director wealth management at First Citizens Wealth Management, and David Benskin, founder and chief executive officer of Wealth Access. https://lnkd.in/ecg9dV6G

We are pleased to announce Avantax President Todd Mackay has been appointed President of Cetera Solutions, where he will drive end-to-end platform strategy and lead advice delivery across the organization. Congratulations on the role, Todd! https://lnkd.in/ggyqJd-p

We are thrilled to congratulate two deserving Cetera-affiliated advisors for being recognized as finalists by Invest in Others for their charitable work: Bruce C. Woodruff (Broker and Investment Advisor at Cetera Advisor Networks) and Leon A Henry (Broker and Investment Advisor at Cetera Advisor Networks). We are also pleased to note that six Cetera advisors received honorable mentions from Invest in Others. Thank you all for representing Cetera in a positive way in each of your communities! *Nominees must be currently working as registered representatives, registered investment advisors, or financial advisors with a professional designation. Nominees must be active financial advisors, defined by spending at least 75% of their time providing financial consultation with clients. Nominees must have worked in this capacity for at least three years. Volunteer involvement with the nonprofit organization must be current and ongoing for at least three years. Nominations are evaluated based on an advisor's leadership, dedication, contribution, inspiration and impact on a nonprofit and the community it serves. Three finalists are selected in each of the six categories with one winner being chosen for each award. Award finalists and winners receive generous donations from Invest in Others to their designated charities. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

The #Fed’s next moves are in focus. Join CIO Gene Goldman, CFA on this week’s episode of #TheWeekAhead as he discusses what we can expect to learn from the Fed’s meeting minutes and Chair Powell’s upcoming Jackson Hole speech, and the potential impact on future rate decisions. https://lnkd.in/eBGrDfHG

Cetera Chief Legal Officer Lisa Gok, who spent 11 years working for the SEC, breaks down the challenges Reg BI can pose – especially for smaller firms – as well as strategies for navigating the SEC’s enforcement in her latest piece for The DI Wire. Great insights, Lisa! https://lnkd.in/e6gUM3DW

Key financial institutions, including GTE Investment Group (GTE Financial), East West Wealth Management (East West Bank), and First PREMIER Investment Services (First PREMIER Bank/PREMIER Bankcard), have signed long-term extensions with Cetera Financial Institutions (CFI). These important renewals highlight CFI’s 99% business retention rate, with nearly 40 renewals inked through July 2024. Well done, CFI! https://lnkd.in/ec2tQPzr