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 ...

Cetera Financial Group (Cetera) today introduced Cetera Planning Partners, a scaled, national employee-advisor RIA that ...

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 ...

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 ...

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 ...

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 ...

A senior executive for Cetera, the San Diego-based broker/dealer with a network of more than 12,000 advisors, said the firm is working to leverage its retirement plan advice and workplace businesses ...

Cetera Wealth Management President Todd Mackay made no bones about seeking to recruit advisors from Commonwealth Financial Network who might be looking to make a change after the company was recently ...