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Cetera successfully rolls up its advisor businesses
With a leaner organization, the broker-dealer is funneling cost savings from its streamlining effort into more support for advisors.
Cetera sweetens advisor growth offering with industry-first guarantee
The broker-dealer giant is providing a money-back guarantee to newly affiliated advisors and firms.
Team overseeing $1 billion moves to Cetera from Regulus Financial
Rohlik Financial, which is led by Brent Rohlik and Suzanne Holt, has offices in Minneapolis and Rockford, Illinois.
