Caring Cetera Raises $240,000 to date with Launch of Diversity in Financial Planning Scholarship
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LOS ANGELES, Jan. 27, 2021 /PRNewswire/ Caring Cetera, a 501(c)(3) nonprofit founded and led by financial professionals affiliated with Cetera, has launched a Diversity in Financial Planning Scholarship and raised $240,000 for the program in 2020. Cetera matched all donations made after the scholarship launched and initial fundraising began during [email protected], its virtual conference held in October last year. The scholarship aims to improve diversity within the profession and increase opportunities to work with and benefit all communities to pursue greater financial security and wellness. The Caring Cetera team has plans to expand upon fundraising and scholarship development efforts this year.
Cetera Acquires Financial Services Firm BAR Financial LLC
Ownership Model Chosen as BAR s Succession Strategy for Continued Growth
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LOS ANGELES, Jan. 13, 2021 /PRNewswire/ Cetera
® has acquired BAR Financial, a financial services firm comprising nearly 300 independent financial professionals, 25 employees, and nearly $4 billion AUM on Cetera s My Advice Architect
® advisory platform. Through this transaction, the details of which were not disclosed, BAR has transitioned to become a Cetera-owned, region-managed group, allowing BAR to retain its brand autonomy while directly benefiting from the resources and scale Cetera offers.
Pictured L to R: John Brackett, Eric A. Huck, Anthony Tarantino
By Tori Guttierez, Cetera Investors
There has been a lot of angst over the faltering economy in general, but the âCOVID generationâ â young adults just hitting the job market or those looking forward to achieving key financial milestones â have been particularly hard-hit by the ongoing coronavirus pandemic. These young workers are facing a tight job market while paying down student debt just as housing prices skyrocket.
While it may seem like a less than opportune time to think about savings and financial well-being, there are good reasons for millennials to be proactive. Even amid recent economic volatility, there are ways for millennials to take advantage of greater financial offerings and new opportunities to save. From adaptive budgeting to strategic investing, there are a number of things savvy millennials can do to enter 2021 with confidence.
Cetera Welcomes $152 Million AUM 52 Weeks Financial to its Summit Financial Networks Region yahoo.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yahoo.com Daily Mail and Mail on Sunday newspapers.
Retirement Leader with $154 Million in Assets Joins Cetera via Wilde Wealth Management
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LOS ANGELES, Dec. 16, 2020 /PRNewswire/ Cetera has announced the affiliation of financial professional,
Mike Self, who has joined Scottsdale, AZ-based Wilde Wealth Management (Wilde Wealth). Self has nearly 30 years experience in financial services and currently supports $154 million in assets under management. He was previously affiliated with First Financial Equity Corporation.
(PRNewsfoto/Cetera)
Self who specializes in financial planning for retirees and their heirs was seeking enhanced practice support and a plan for the continuity and succession of his practice. Wilde Wealth is part of Cetera s award-winning