The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning ...

The company is bringing together Avantax Planning Partners and The Retirement Planning Group, which it acquired in 2023.

The deal brings together Avantax Planning Partners and The Retirement Planning Group into one employee-advisor community ...

San Diego-based giant broker-dealer Cetera Financial Group has united two of its divisions, Avantax Planning Partners and the Retirement Planning Group, to create Cetera Planning Partners, a ...

The combined platform unifies Avantax Planning Partners and The Retirement Planning Group, giving over 100 employee advisors ...

The chief executive of Cetera Holdings sees a bright future for its financial advisor wealth hub. "Genstar's partnership has propelled growth for Cetera for several years, and we look forward to even ...

Amidst today's dynamic landscape, advisors need more than just support; they need a strategic partner dedicated to their growth and success. Discover how Cetera is reshaping advisor service with its ...

Cetera will pay $1 million in fines for failing to properly supervise certain transactions of dually registered representatives, according to a letter of acceptance, waiver and consent released by the ...

LOS ANGELES, April 13, 2021 /PRNewswire/ — Cetera has announced the affiliation of The Advisors LLC, a full-service wealth management practice with offices spread throughout Western Pennsylvania. Led ...

Cetera Financial Group agreed to acquire the retail wealth management business of Securian Financial Group, the latest move by an insurer to step away from a related but different industry. Processing ...

The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with exposure to private equity, private credit, and private real ...

Cetera Advisor Networks continued its rapid expansion in the independent broker/dealer space with the purchase of Tower Square Securities and Walnut Street Securities from insurance giant MetLife. For ...