Browsing Tag
Cetera Financial Group
21 posts
Cetera Launches Emergency Planning Guide for Financial Professionals
The set of resources helps advisors support clients impacted by natural disasters and emergencies
Cetera and Wealth.com to Offer Estate Planning Tech
The partnership comes at a time when more advisors look for services to help support them and clients during the Great Wealth Transfer
Cetera Financial Group CEO to Retire at Year-End 2024
Cetera Holdings CEO Mike Durbin will step in to lead both brands
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
Corporate Roundup: PensionBee Expands to U.S., JULY Acquires TPA
Our corporate roundup this week features news from PensionBee, JULY, PCS Retirement, and more
Corporate Roundup: PCS Retirement Adds Leaders to Bolster Cybersecurity, Cetera Welcomes Advisors
Our corporate roundup features the latest news from PCS Retirement, Cetera, and T. Rowe Price
Corporate Roundup: Nuveen Taps New CEO, Sharebuilder 401k Slashes Setup Fee
For our weekly corporate roundup series, Nuveen appoints a new CEO, Sequoia Financial Group hires a C-suite leader, and more
TRPG Heads to Hawaii in Latest Acquisition
This marks the second acquisition this year for The Retirement Planning Group
Cetera Latest Big Wealth Manager to Jump on Spot Bitcoin ETF Bandwagon
Joins Carson Group in greenlighting use of four of the 10 approved SEC-approved funds for client portfolios as demand spurs BTC to record high this week
Corporate Roundup: OneDigital Acquires Wintrust’s Retirement Division; CAPTRUST, Pontera Partnership
OneDigital acquires Wintrust Bank's retirement plan business, CAPTRUST partners with Pontera on wealth management capabilities, and more