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Focus On Credit Unions, Banks Helps Cetera Post Record Assets In '18

by wealthmanagement.com posted 2weeks ago 11 views
The Genstar Capital-backed company also achieved record revenue in the fourth quarter, CEO Robert Moore said. : Banks and credit unions helped Cetera Financial Group recruit more than 800 financial advisors to the company in 2018, and more than $5.3 billion in assets under administration, the firm said. Barring a large merger or acquisition, to have that many new advisors affiliate with a firm in one year is impressive, said Jon Henschen, owner of Henschen & Associates, a recruiting firm that works with independent b/ds, said.

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