Browsing Tag
Cetera Financial Group
25 posts
Cetera Buys $1.4 Billion RIA Firm
The acquisition of The Retirement Planning Group signals a serious move into the RIA space from Cetera
June 8, 2023
Corporate Roundup: Transamerica and Cetera Collaborate, Vanguard Launches ETF
Transamerica and Cetera partner on group retirement plan solution, Vanguard releases a new municipal bond index, and more
March 10, 2023
Voya Sharpens Workplace Focus with Sale of Indy Financial Planning Channel to Cetera
In a move reflecting an increased focus on institutional clients and financial planning support closely aligned with the…
February 8, 2021
Broker-Dealer Goes Big With New 401(k) Monitoring, RFP Service
Get auto-generated investment reports and proposal comparisons from multiple recordkeepers, perfect for advisors placing retirement plans.
November 4, 2018
Cetera Goes Big in 401(k) Space
Cetera Financial Group wants to help 401(k) advisors get ahead of all but certain fiduciary requirements just around…
March 15, 2016