Latest / Advisor Talk with Frank LaRosa
Cetera CEO Mike Durbin on the Future of Independent Financial Advisors
From there, the conversation turns to what advisors actually experience on the ground: Cetera’s unique ownership with Genstar and the benefits of a “fresh clock”
• The breadth of affiliation models and why Cetera calls itself a “forever home”.
• How multi-custody (Pershing, Fidelity/NFS, Schwab, self-clearing) helps recruiting and M&A.
• Insights on Avantax, Concourse, and ongoing industry consolidation.
• Why advisor equity ownership strengthens alignment.
• Cetera’s focus on organic growth through regional teams and the Growth Line program.
• How the firm thinks about transition deals…
The skinny
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