Cetera's TRPG begins RIA integrations with acquisition of Kansas firm

Cetera's TRPG begins RIA integrations with acquisition of Kansas firm
Cetera is sharpening its focus on RIAs under CEO Mike Durbin.
FEB 22, 2024

The Retirement Planning Group has acquired 100% of the assets of Dightman Capital Group Inc., an RIA based in Overland Park, Kansas.

The deal marks the start of integration of RIAs under TRPG, which was itself acquired by Cetera Holdings in May 2023 and oversaw around $1.8 billion in assets as of January 31. It’s also part of a goal to grow Cetera’s share of the RIA market following the hiring of CEO Mike Durbin last year.

"This acquisition represents a continuation of TRPG's successful M&A strategy, and the first of more to come with the support of Cetera,” said Kevin Conard, CEO at TRPG. “I encourage any independent advisors aspiring to spend more time taking care of their clients – and less time on the operational aspects of running a business – to consider TRPG as a destination of choice."

Cetera was recently boosted by reinvestment from private equity firm Genstar Capital, which will help drive growth.

Dightman Capital Group was owned and operated by Brian Dightman, who has become a W-2 advisor at TRPG and will continue to serve his existing clients. His decision to join TRPG followed Dightman’s evaluation of more than two dozen options and firms across the country.

"From the moment I met Kevin and his team, I knew this was the right fit and could not be more pleased and optimistic about the future. The TRPG culture backed by Cetera's industry leading resources and support make this partnership the perfect choice for my business and my clients."

Latest News

SEC kills 'gag rule' that silenced thousands of settling defendants for over 50 years
SEC kills 'gag rule' that silenced thousands of settling defendants for over 50 years

ASA reacts as regulator drops no-deny policy, freeing firms and individuals to publicly dispute allegations after reaching settlements.

Washington state regulators claim advisor was running Ponzi-like fund
Washington state regulators claim advisor was running Ponzi-like fund

Joel Frank allegedly sold more than $39 million worth of investments in the Equilus Funds to more than 90 investors,

Bipartisan bill aims to take down 401(k) charitable giving hurdle
Bipartisan bill aims to take down 401(k) charitable giving hurdle

The Charity Parity Act would eliminate a costly IRA rollover requirement that blocks direct charitable transfers from workplace retirement plans.

Trump drops $10 billion IRS lawsuit as $1.7B settlement fund takes shape
Trump drops $10 billion IRS lawsuit as $1.7B settlement fund takes shape

A last-minute court filing ends a case against the federal tax-collecting agency that had drawn unprecedented conflict-of-interest questions from Democratic critics.

You Can’t Spell Advisor without AI
You Can’t Spell Advisor without AI

Advisors discuss their use of AI now and how it will change going forward

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline