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Meet the Cetera Investment Management team - led by CIO Gene Goldman - whose depth, discipline, and forward-thinking help our financial advisors and institutions navigate complexity with confidence. From rigorous research to real-world portfolio construction, this team delivers the insights, tools, and strategies that help financial professionals focus on what matters most: driving better outcomes for their clients. | Cetera Financial Group
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Meet the Cetera Investment Management team - led by CIO Gene Goldman - whose depth, discipline, and forward-thinking help our financial advisors and institutions navigate complexity with confidence. From rigorous research to real-world portfolio construction, this team delivers the insights, tools, and strategies that help financial professionals focus on what matters most: driving better outcomes for their clients. | Cetera Financial Group
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Program Manager Keith LeBlanc grew his revenue without adding a single advisor. How? By partnering with Cetera. In this episode of Advisor Voices, Keith shares how Cetera provided him with advanced technology, a broader product suite, and tools to deepen client relationships, ultimately allowing his team to unlock new growth opportunities. | Cetera Financial Group
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In this edition of Advisor Voices, discover how Cetera helps advisors scale smarter. Financial advisor Grace Hayden MacNaught knows that today’s clients expect more than traditional planning. With Cetera’s innovative tech tools and streamlined solutions, she delivers efficiency without sacrificing independence. | Cetera Financial Group
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For financial advisor Pete Bush, the most valuable part of his partnership with Cetera is simple: Cetera listens. From shaping solutions to improving processes, Pete says having a voice – and being heard – makes all the difference. Stay tuned as we continue featuring Advisor Voices from across Cetera in the coming weeks. | Cetera Financial Group
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For financial advisor Pete Bush, the most valuable part of his partnership with Cetera is simple: Cetera listens. From shaping solutions to improving processes, Pete says having a voice – and being heard – makes all the difference. Stay tuned as we continue featuring Advisor Voices from across Cetera in the coming weeks. | Cetera Financial Group
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“This event is about more than content. It’s about fueling momentum through community.” That guiding belief from CEO Michael Durbin came to life at hashtag#Connect2Peers 2025 in Orlando, where nearly 2,000 growth-minded attendees gathered to ignite momentum, exchange insights, and broaden their community. This year’s event was built around immersive sessions, Expert Bars, and experience lounges that brought Cetera’s unique progress-oriented culture to life. Connect2Peers also served as a platfor
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