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.
First Allied Securities, a Cetera Financial Group Firm, Facilitates Acquisition by Bloomfield Hills Financial of Michael Dallas Retirement Solutions
First Allied Securities (First Allied), an independent firm that is part of Cetera Financial Group®, a leading network of independent broker-dealers, announced today that the largest independent advisory firm whose financial advisors are associated with First Allied, Bloomfield Hills Financial, has completed the acquisition of Michael Dallas Retirement Solutions, an independent financial advisory firm with more than $103 million of client assets, as of April 22, 2016.
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.
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.
First Allied Securities, a Cetera Financial Group Firm, Provides Industry-Leading Advisor Experience Through Annual National Conference
First Allied concludes annual National Conference with philanthropic efforts devoted to the Cystic Fibrosis Foundation
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