401k Specialist Magazine on LinkedIn: Cetera Buys $1.4 Billion RIA …

401k Specialist Magazine On LinkedIn: Cetera Buys $1.4 Billion RIA …

2 weeks from now

The acquisition of The Retirement Planning Group signals a serious move into the RIA space from Cetera. https://lnkd.in/gZb_XPBR 401k Specialist Magazine on LinkedIn: Cetera Buys $1.4 …

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Cetera Buys $1.4 Billion RIA Firm - 401k Specialist

2 weeks from now

Jun 8, 2023  · Cetera Holdings is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm with $1.4 billion in assets. As of April 30, TRPG provides tax …

401kspecialistmag.com

Cetera Buys RIA - That 401k Site

2 weeks from now

Jun 30, 2023  · Cetera is acquiring The Retirement Planning Group (TRPG), a registered investment advisory (RIA) firm that has $1.4 billion in assets. Leadwood, Kansas-based TRPG …

that401ksite.com

Cetera Acquires $4B RIA - 401k Specialist

2 weeks from now

Oct 8, 2024  · In 2021, Cetera acquired Voya Financial Advisors’ independent financial planning channel, now Cetera Wealth Partners, which brought in $37 billion in assets to Cetera. In …

401kspecialistmag.com

Cetera Holdings Closes Acquisition Of RIA: The Retirement …

2 weeks from now

Jun 6, 2023  · $1.4 billion in AUM and 40 employees moving to Cetera . RIA provides holistic financial planning services to more than 1,800 high-net-worth individuals, families and retirees …

prnewswire.com

Cetera Jumps Into RIA M&A Market, Buys $1.4 Billion Firm

2 weeks from now

Cetera Jumps Into RIA M&A Market, Buys $1.4 Billion Firm The purchase of The Retirement Planning Group expands Cetera’s affiliation options for financial advisors, says CEO Mike …

barrons.com

Cetera Holdings Closes Acquisition Of RIA: The Retirement …

2 weeks from now

Jun 6, 2023  · $1.4 billion in AUM and 40 employees moving to Cetera RIA provides holistic financial planning services to more than 1,800 high-net-worth individu...

businessinsider.com

TRPG Acquires $225M Lee Financial - 401kspecialistmag.com

2 weeks from now

Jun 6, 2024  · Cetera Buys $1.4 Billion RIA Firm; Amanda Umpierrez + posts. Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with …

401kspecialistmag.com

Cetera Financial Group CEO Announces Retirement

2 weeks from now

Nov 7, 2024  · With approximately 12,000 financial advisors, Cetera oversees more than $521 billion in assets under administration (AUA) and $224 billion in AUM, as of June 30, 2024. SEE …

401kspecialistmag.com

Cetera Acquires Securian: Latest From The Standard

2 weeks from now

Aug 11, 2023  · Cetera buys Securian Financial’s retail wealth business. ... Group, Inc. (Securian Financial). Ninety-one percent of the group’s financial professionals, representing nearly $50 …

401kspecialistmag.com

401k Specialist Magazine’s Post - LinkedIn

2 weeks from now

Voya Financial is set to acquire OneAmerica Financial’s full-service retirement business, in a move that will add $60 billion to the firm's Wealth Solutions…

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