Products & Services March 14th, 2024 Product & Service Launches – 3/14/24 Cetera-affiliated advisers get Bitcion ETF policy guidance; Nationwide offering Morningstar AMAs; OneAmerica launches TDF series of CITs; and more.
Products March 6th, 2024 Product Partnerships – 3/6/24 Pontera and AdvisorEngine integration to streamline 401(k) management; Income Lab and PreciseFP announce new integration; Cetera and Wealth Access launch...
Deals & People February 26th, 2024 Advisory M&A News – 2/26/24 The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
Deals & People January 29th, 2024 Advisory M&A News – 1/29/24 Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...
Deals & People October 4th, 2023 Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Deals & People September 18th, 2023 Advisory M&A Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Deals & People September 5th, 2023 Advisory M&A Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Deals & People August 14th, 2023 Advisory M&A Cetera seals Securian deal with 91% retention; Sequoia adds wealth manager with practice area focused on clients with special needs;...
Deals & People August 7th, 2023 Advisory M&A Ameriprise adds 3 teams worth total of $1.1B in client assets; Mercer Advisors Snags Texas-based $680M wealth advisory; Cetera adds...
Products August 2nd, 2023 Adviser Product Partnerships RIA Burney gives Goldman Advisor Solutions another win; LPL advisers now have access to PreciseFP client engagement tools; Cetera adds...
On the Move On the Move Ben Cardin to Retire Senator Ben Cardin, D-Maryland, announced that he will not seek re-election in 2024. Cardin first entered...
Deals & People June 6th, 2023 Cetera Holdings Acquires Retirement Planning Group The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...
Deals & People May 18th, 2023 Cetera Taps Former Fidelity Exec Durbin as Parent Firm CEO Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.
Deals & People April 17th, 2023 Advisory M&A Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...
Deals & People January 25th, 2023 Cetera to Acquire Securian Financial’s Retail Wealth Business Cetera will bring 1,000 Securian financial professionals into its network.