Cetera Buys $1.4 Billion RIA Firm - 401k Specialist

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 …

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Cetera Buys $1.4 Billion RIA Firm - 401k Specialist

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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 …

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Cetera Holdings Closes Acquisition Of RIA: The Retirement …

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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 …

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Cetera Holdings Closes Acquisition Of RIA: The Retirement …

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Cetera Holdings Closes Acquisition of RIA: The Retirement Planning Group, LLC: Issued by Cetera. June 6, 2023. $1.4 billion in AUM and 40 employees moving to Cetera. RIA provides …

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Cetera Buys RIA - That 401k Site

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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 …

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Cetera Buys RIA Firm The Retirement Planning Group With $1.4B

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Jun 6, 2023 · Cetera Financial Group, one of the top five broker-dealers in the country in producing reps, has purchased a giant registered investment advisory firm with $1.4 billion in …

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

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

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Cetera Continues RIA Push With Purchase Of $1.45 Billion Kansas Firm

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Jun 6, 2023 · Cetera continues RIA push with purchase of $1.45 billion Kansas firm At the end of April, The Retirement Planning Group had 14 advisors and 40 employees. JUN 06, 2023

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Cetera Acquisition Of $1.4 Billion RIA Clarifies Urgent Hire ... - RIABiz

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Jun 14, 2023 · With FINRA writing on wall, aging reps and a zero commissions trend, the Los Angeles IBD just joined Advisor Group and LPL, shifting its affiliation axis toward "corporate …

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Cetera Buys RIA | The Rosenbaum Law Firm P.C. Blog

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Jul 2, 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 provides …

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

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Cetera Holdings bought The Retirement Planning Group, a registered investment advisory firm with $1.4 billion in assets. The acquisition of a pure RIA is a first for Cetera, which owns a …

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

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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 Acquires $4B RIA - 401k Specialist

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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 …

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Cetera Holdings Closes Acquisition Of RIA: The Retirement …

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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...

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FAQs about Cetera Buys $1.4 Billion RIA Firm - 401k Specialist Coupon?

Why did cetera acquire a pure Ria?

The acquisition of a pure RIA is a first for Cetera, which owns a network of independent broker-dealers. The deal expands the company’s affiliation options for financial advisors, giving them the “flexibility to affiliate their business with Cetera as they see fit,” Mike Durbin, CEO of Cetera Holdings, says in a statement. “To... ...

What happened to Cetera Wealth Management Group & Securian Financial Group?

In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc. The new community will be rebranded as Cetera Wealth Management Group, a region within Cetera Advisor Networks. ...

How much money does Cetera Investment advisers manage?

In total, Cetera Investment Advisers manages $104.5 billion in assets. What is the historical performance of Cetera Investment Advisers? Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. ...

Does cetera own Securian Financial?

Under the agreement, Cetera will acquire certain assets related to Securian Financial Services, Inc. – Securian Financial's broker-dealer, registered investment advisor and insurance agency – as well as the equity of Securian Trust Company, NA. ...

Is cetera the right investment for CCR wealth management?

CCR Wealth Management has experienced significant asset growth since its affiliation with Cetera Advisors, LLC in 2000, and the investment in Cetera is the next step in the evolution of the firms' partnership. ...

Who owns Cetera?

Cetera is separately owned from any other named entity. (Passage does not directly answer the question and does not provide enough context to make a meaningful paraphrase.) ...