Cetera Financial Group
@CeteraFinancial
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You bring the dreams. We’ll build the strategy. https://t.co/ipppGD1YFr
California, USA
Joined October 2013
Just launched! Built by @ceteraIM and offered via Envestnet’s Private Wealth platform, Cetera Private Wealth Portfolios combine rigorous, institutional-grade portfolio construction with tailored overlays that can address many complex client needs: https://t.co/YA8ijv4reU
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The Retirement Planning Group (TRPG), Cetera’s employee-based RIA, continues to grow with purpose. TRPG has closed its acquisition of HMC Partners, a Greensboro, North Carolina-based wealth management firm serving more than 500 households. Read more: https://t.co/ny4JTn6tOo
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We’re sharing the insightful, engaging content you’ve come to expect from Cetera on our new Instagram profile! Follow us to keep up with the people, purpose and passion that make Cetera an industry leader: https://t.co/31kZCPEgvZ
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The Fed’s dual mandate of price stability and maximum employment is pulling in opposite directions. With cracks in the labor market emerging, a rate cut in September looks more likely. Read our latest Fed Monitor for more insights: https://t.co/OKTRoVLLpD
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Cetera is redefining retirement income planning through a new joint venture with Advanced Time Segmentation™. This AI-powered software equips Cetera advisors with exclusive tools to build tailored strategies – quickly, intuitively & with precision: https://t.co/gqZ0B0EJ7q
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Featured today on @SchwabNetwork, @GeneGoldman challenges the fear-driven narrative around market dips. Despite geopolitical tensions and uncertainty around Fed rate cuts, he remains optimistic about the S&P 500’s trajectory. His advice? “Buy the dip” in sectors poised for
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CEO Mike Durbin shares with @wealth_mgmt how Cetera is reshaping the advisor experience with our new multi-model RIA approach that supports every stage of an advisor’s journey, empowering them to evolve within the community-focused Cetera ecosystem: https://t.co/IBNXj3g8Cz
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When national media outlets need trusted commentary on economic news, they know who to rely on: Cetera CIO @GeneGoldman. Between May 1, 2024-May 1, 2025, his insights were featured in 750 pieces of coverage - largely outpacing any CIO in wealth management during that timeframe.
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Welcome, Los Angeles Federal Credit Union! Joining Cetera from LPL’s CUSO Financial Services, LAFCU Wealth Management is strengthening its commitment to delivering toptier investment services that empower members to reach their financial goals. Read more: https://t.co/qxs5tkGvNw
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This week’s payroll report provides the first full month look at tariff's effect on the economy. Join CIO @GeneGoldman on this week's #TheWeekAhead as he breaks down expectations, market reactions and why this report could offer key insights for investors. https://t.co/wPHZ1KIaLD
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After a strong rebound from April’s selloff, rising bond yields could bring higher borrowing costs, shifting investor sentiment, and pressure on stock valuations. Join CIO @GeneGoldman on #TheWeekAhead as he breaks down 3 key events that could shape rates. https://t.co/wPHZ1KIaLD
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Interest rates are likely to stay unchanged for the foreseeable future as the Fed is opting for a wait-and-see approach until there is greater clarity on the impact of tariffs on the broader economy. Check out the @CeteraIM Fed Monitor for more insights: https://t.co/2fxCco8Ltt
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Is a recession on the horizon? Recent data points to an economic slowdown, fueling market uncertainty. But CIO @GeneGoldman remains optimistic. Tune in to #TheWeekAhead as he breaks down 3 reasons he doesn't expect a recession anytime soon. https://t.co/wPHZ1KIaLD
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Driving scalable growth for our advisors is a priority at Cetera. Check out this article from @wealth_mgmt that touches on how Cetera advisors can now take advantage of @JumpAdvisorAI's meeting assistant to help streamline advisor workflows: https://t.co/VKjkvLJ3Gk
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In this @Citywire article, President of Cetera Wealth Management Todd Mackay shares more about how our structure enables us to deliver the right solution to the right advisor at the right time: https://t.co/LvuEcmyS73
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This week, we’ll see our first inflation readings since tariffs took effect. Join CIO @GeneGoldman on #TheWeekAhead as he explains why inflation may come in higher than expected – and what that could mean for a potential Fed rate cut. https://t.co/kAXsjatEWz
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Tariffs remain a focus, but don’t overlook this week’s Fed meeting. Join CIO @GeneGoldman on #TheWeekAhead for insights on potential rate cuts and Chairman Jay Powell’s conference. https://t.co/wPHZ1KIaLD
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The Cetera Workplace and Retirement team is hosting its largest group yet at the @NAPA401K Summit in Las Vegas - leading key conversations, strengthening connections, and helping advisors elevate their practices. Stop by booth 804 and meet our team! #NAPA401kSummit #NAPANation
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This week we get our first key readings on tariffs' impact on our economy. Join CIO @GeneGoldman on #TheWeekAhead as he explains how 2 key reports will begin to show us how the markets & economy have reacted to the tariffs' first month of implementation. https://t.co/wPHZ1KIaLD
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