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.
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.
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