The parent company of Cetera Financial Group received an upgrade in its corporate family rating from Moody's Investors Service, a sign of the benefits of its latest big acquisition. But with a heavy ...
More than nine out of 10 advisors from Securian Financial are making the move to join Cetera Financial Group after the deal to acquire its retail wealth business, announced earlier this year, closed ...
Cetera Financial Group has yet again extended its streak of recruitment wins at LPL's expense. Guided Financial Strategies, a Connecticut practice that spent more than two decades with LPL, has joined ...
Veteran advisors Rick Dickinson and founder Alan Hughes join Cetera, citing advisor-first culture, advanced technology, and strategic growth opportunities SAN DIEGO, Dec. 16, 2025 /PRNewswire/ -- ...
While Cetera Holdings is trying to make the 3,100 financial advisors at Avantax Inc. comfortable as Cetera works to close its acquisition of the tax-focused firm by the end of the year, it looks as if ...
Agreement makes investment banking services available to Cetera financial advisors whose clients want to sell their business or begin the planning process SAN DIEGO, Sept. 23, 2025 /PRNewswire/ -- ...
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 ...
The parent of Cetera Financial Group secured an agreement to acquire tax-focused wealth management firm Avantax in an all-cash deal valuing the company at $1.2 billion. Processing Content Los ...