Displaying 85 results
Cetera successfully rolls up its advisor businesses
With a leaner organization, the broker-dealer is funneling cost savings from its streamlining effort into more support for advisors.
Cetera bolsters credit union commitment with new council
Seven founding members from Cetera’s credit union partners are coming together in a forum to improve wealth offerings in the sector.
Clock is ticking for Cetera IPO
If the brokerage is eyeing an IPO in the next five years, as sources say, it’s got a lot of work to do to get ready.
All kinds of B-Ds, not just the giants, are making deals
'Those offers from smaller firms don’t always get as high as those from the bigger players, but they are pretty darn close,' says a recruiter.
Cetera scores $400M win with Hawaii credit union alliance
The broker-dealer says it will provide ‘innovative solutions and services’ to the credit union.
Cetera partnership promises 360-degree view of clients’ finances
Wealth giant says advisors will benefit from industry-leading data integration across brokerage, trust, and digital banking accounts.
Cetera sweetens advisor growth offering with industry-first guarantee
The broker-dealer giant is providing a money-back guarantee to newly affiliated advisors and firms.
Cetera recruits three-decade veteran from Triad
The seasoned advisor oversees more than $120 million in assets at his planning and investment practice in Rome, Georgia.
Some potential RIA buyers know they missed the boat: Larry Roth
Buyers of RIAs face plenty of legacy questions, the veteran executive says.
Account fees, bonuses likely topics at Thursday’s Cetera, Avantax confab
A $60-per-account fee and retention bonuses are issues that are expected to come up in Cetera senior execs' meeting with Avantax advisors.
Cetera to buy tax specialist firm for $1.2 billion
Deal affects almost 3,000 advisors working with $83.8 billion in client assets.
LPL snatches $280m advisory team from Cetera
Legacy Wealth Advisors was looking for an easier place to do business and differentiated service, founder Kevin Loyd said.
LPL continues strong recruiting from Securities America in 2023
LPL, Osaic and Cetera Financial Group are all 'fighting amongst themselves' to lure advisors, one recruiter notes.
Cetera closes deal for Securian wealth business
The acquisition brings Cetera nearly $50 billion in client assets and more than 91% of Securian’s advisors.
Cetera sees 9% of Securian advisors bolt after acquisition
Meanwhile, Cetera is offering tailored retention bonuses to Securian advisors who manage offices.
Cetera CEO Antoniades: ‘I’m not going anywhere’
Regardless, plenty of questions remain about the future of the long-time Cetera executive.
Cetera goes more RIA-ish by hiring Durbin from Fidelity
It's in the best interest of Cetera's owner, Genstar Capital, to make the broker-dealer network look as much like a registered investment advisor as possible.
LPL adds Cetera team managing $180 million in assets
Flemington, New Jersey-based Amwell Ridge Wealth Management was founded in 1996 by managing partner David Johnston.
Cetera sees dozens of Securian advisors walk in wake of deal
According to InvestmentNews data, the top two destinations for advisors leaving Securian this year are LPL Financial and StanCorp Equities.
Advisor Group adds $212 million team from Cetera
Westlake Village, California-based Silverberg Wealth Management is joining NWF Advisory Group, which is affiliated with Royal Alliance.
