Cetera Financial Group, Inc. ("Cetera") has acquired the assets of Marmo Financial Group, a Johnson City, Tennessee-based independent registered investment adviser ("RIA") managing approximately $300 ...
Bluespring Wealth Partners completed its sixth acquisition of the year, Baird recruits a $508m team from RBC, and Merrill ...
Cetera Financial Group (CFG) is a wealth management network that supports independent advisors, banks, and credit unions nationwide. It offers broker-dealer and RIA platforms, planning tools, and ...
Nicholas S. Schorsch, Chairman of RCAP commented, with regard to working with Lightyear Capital on this transaction: "I have great respect for the fantastic work Lightyear and their executive team ...
The largest acquisition so far this year in wealth management comes with offers of retention payments to 1,000 Securian financial advisors, who are debating whether or not to join their buyer, Cetera.
Protective closes asset purchase agreement with Cetera Financial Group for Concourse Financial Group Securities, Inc. Protective closes stock purchase agreement with Simplicity Group for Concourse ...
A sister-brother team that came back together two years ago left a smaller brokerage for Cetera Financial Group as part of a plan to expand beyond retirement plans to individual wealth clients. From ...
CHICAGO--(BUSINESS WIRE)--YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better ...
Genstar originally invested in Cetera in 2018 Cetera is a wealth and financial service provider Genstar is a private equity firm based in San Francisco Genstar Capital will reinvest in Cetera ...
Cetera Financial Group announced that it has acquired Regal Wealth Advisors, a wealth management firm in Myrtle Beach, S.C., with $312 million under administration. With the deal, Regal has joined ...
Larry Roth will take over the senior management team of Cetera Financial Group, replacing Valerie Brown, longstanding head of Cetera and its predecessor broker/dealer firms. The shakeup comes about ...
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