Displaying 9 results
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.
Cetera to offer Avantax advisors slim bonuses to none at all
Meanwhile, Cetera's owner Genstar is reinvesting in the firm.
Mercer Advisors acquires $720M high-net-worth focused RIA firm
National registered investment advisor firm expands its Californian presence with latest acquisition.
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.
Cetera CEO Antoniades enthusiastic about Securian pickup
But the deal raises the possibility other firms may go after the Securian advisors; Cetera and LPL have faced off in the past over recruiting advisors amid an acquisition.
Cetera closes broker-dealer First Allied Securities
San Diego-based First Allied had close to 600 brokers and financial advisers under its roof before the Covid-19 pandemic.
Alera Group notches third acquisition in as many months
The purchase of Johnson Brunetti, a retirement and investment specialist with $1.5 billion in assets, keeps private equity-backed Alera on track for its goal of hitting $10 billion in assets within a year.
Genstar leads recapitalization of Cerity Partners
Lightyear Capital, which has been an investor in Cerity since 2017, will retain an equity stake in the New York-based firm.
Genstar Capital buys majority stake in Cetera Financial Group
The private-equity firm has previously invested in such companies as Mercer Advisors and AssetMark.
