Cetera Financial Group® Launches iAnalyze Tool as Next Crucial Element of DOL DynamIQsTM Platform
Cetera Financial Group® ("Cetera")*, a leading network of independent broker-dealer firms, today announced the launch of iAnalyze, a powerful new practice management analytics tool designed to provide Cetera financial advisors with a comprehensive, fully-integrated dashboard that brings together account information, asset levels, and other key data for each client.
Summit Brokerage Services announced today that it has been recognized for its outstanding industry contribution in Transition Support at the Second Annual WealthManagement.com Industry Awards.
Summit Brokerage Services, Inc. successfully completed the 2016 National Conference at the Boca Raton Resort & Club, September 7-10, 2016, with another record attendance.
Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC, today announced the signing of a definitive agreement for the divestiture of Legend Group Holdings, LLC ("The Legend Group") by First Allied Holdings, Inc., a Cetera affiliate, to Lincoln Investment Capital Holdings, LLC. Financial terms of the transaction, which is expected to close by early next year subject to regulatory approval, were not disclosed.
Cetera Financial Group Enhances Executive Team with Appointment of Jeffrey R. Buchheister as Chief Financial Officer
Cetera Financial Group announces that industry veteran Jeffrey R. “Jeff” Buchheister has been appointed Chief Financial Officer, effective August 2.
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