Retirement Industry People Moves – 8/23/24
Cetera appoints Mackay president of Cetera Solutions; Vanguard announces Robinson as general counsel; OneDigital welcomes Grier as managing principal; and...
Tag: Cetera
Advisory M&A News – 7/29/24
Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins Savvy Advisors.
Advisory M&A News – 6/17/24
Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...
Advisory M&A News – 5/28/24
Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.
Product & Service Launches – 5/2/24
TIAA and Nuveen lifetime income default target-date offerings approach $35 Billion; Pacific Life enhances suite of annuities; Cetera launches active...
Product & Service Launches – 3/14/24
Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
Product Partnerships – 3/6/24
Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch...
Advisory M&A News – 2/26/24
The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
Advisory M&A News – 1/29/24
Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Advisory M&A
Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Advisory M&A
Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Advisory M&A
Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs;...
Advisory M&A
Ameriprise adds 3 teams worth total of $1.1B in client assets; Mercer Advisors Snags Texas-based $680M wealth advisory; Cetera adds...
Adviser Product Partnerships
RIA Burney gives Goldman Advisor Solutions another win; LPL advisers now have access to PreciseFP client engagement tools; Cetera adds...
On the Move
On the Move
Ben Cardin to Retire Senator Ben Cardin, D-Maryland, announced that he will not seek re-election in 2024. Cardin first entered...
Cetera Holdings Acquires Retirement Planning Group
The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...
Cetera Taps Former Fidelity Exec Durbin as Parent Firm CEO
Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.
Advisory M&A
Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...
Cetera to Acquire Securian Financial’s Retail Wealth Business
Cetera will bring 1,000 Securian financial professionals into its network.