The new advisory practice, dubbed Cetera Planning Partners, combines Avantax Planning Partners and the Retirement Planning ...

Avantax will operate as a unique community within Cetera Holdings Cetera Holdings is the holding company of Cetera Financial Group Genstar is a private equity firm based in San Francisco Cetera ...

The first model portfolio, now available, is the Cetera Blended Alternatives Model – Moderate, which includes six alternative funds with exposure to private equity, private credit, and private real ...

Cetera welcomes Rick Bergstrom, a former Commonwealth Financial Network advisor, and his Tallahassee, Florida-based practice, 7G Wealth Management, to its Summit Financial Networks1 community.

“There were layoffs at Cetera in January but there’s more to come this year,” said one senior industry executive who does not work at Cetera and spoke confidentially to InvestmentNews about the matter ...

Cetera will pay $1 million in fines for failing to properly supervise certain transactions of dually registered representatives, according to a letter of acceptance, waiver and consent released by the ...

Cetera Financial Group has agreed to sell a majority stake in itself to private equity firm Genstar Capital, a deal with a suitor who had flown below the radar despite rampant speculation about ...

Cetera Wealth Management President Todd Mackay made no bones about seeking to recruit advisors from Commonwealth Financial Network who might be looking to make a change after the company was recently ...

Amidst today's dynamic landscape, advisors need more than just support; they need a strategic partner dedicated to their growth and success. Discover how Cetera is reshaping advisor service with its ...

Cetera Financial Group agreed to acquire the retail wealth management business of Securian Financial Group, the latest move by an insurer to step away from a related but different industry. Processing ...

Cetera is continuing to make moves in the community and local banking space this week, adding two new partners to its already formidable financial institutions division. Cetera Financial Institutions ...

Cetera has acquired the wealth management business of Darnall Sikes Wealth Partners, adding $1.9 billion in client assets to its “RIA and Branches” channel created in June 2025. Darnall Sikes, based ...