Cetera Financial Group ("Cetera")*, a leading network of independent broker-dealer firms, and Lincoln Investment Capital Holdings, LLC today announced the completion of the sale of Legend Group Holdings, LLC ("The Legend Group") by Cetera affiliate First Allied Holdings, Inc. to Lincoln Investment Capital Holdings. The transaction was first announced in September 2016. Financial terms were not disclosed.
Financial advisor Sheldon Smith of Memphis, TN, has recently joined Summit Brokerage Services, Inc.
Cetera Financial Group® ("Cetera" or "the Company")*, a leading network of independent broker-dealer firms, today announced that Robert Dineen has been named non-executive Chairman of the Board of its parent company, Aretec Group, Inc.
Cetera Financial Group ("Cetera" or "the Company")*, a leading network of independent broker-dealer firms, today announced its strategic vision to redefine the delivery of "best interest" retail financial advice in a post-DOL industry with the launch of a new technology ecosystem aimed at driving significantly closer connections among its broker-dealers, financial advisors and retail investor clients.
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.