Tag: Cetera Financial Group

Deals & People

April 28th, 2026

Cetera Creates $19B RIA From Merger of Avantax Planning Partners, Retirement Planning Group

The companies are expected to combine by October under a new brand: Cetera Planning Partners.

Products & Services

April 7th, 2025

Cetera Introduces Emergency Planning and Communications Kit for Advisers

The company’s E-PACK kit offers templates for disaster preparedness and business continuity to help financial professionals safeguard their practices and...

Deals & People

June 23rd, 2023

Retirement Industry People Moves

DriveWealth appoints Pizzorusso as global CFO; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.

Events Spotlight

2026 Adviser Choice Award Winners

This year, 20 firms are recognized for excellence in investments and recordkeeping, based on the results of the 2025 PLANADVISER Retirement Plan Adviser Survey.

Industry Intelligence

THOUGHT LEADERSHIP

Real Estate’s Role in DC Plans

Rich Hill, Senior Managing Director and Global Head of Research & Strategy of Principal Real Estate, tells PLANADVISER what opportunities real estate investments can offer retirement plan portfolios and what to look for when selecting them.

Sponsored by Principal Asset Management^SM

THOUGHT LEADERSHIP

Cracking the Retirement Code: Income Replacement Rates

Will future retirees have enough income to maintain their pre-retirement standard of living? A retirement plan without an income replacement plan is just a savings account, which could fall short of participants’ needs in retirement.

Sponsored by American Century Investments