Cetera Adds Pair of RIAs With More Than $234 Million AUA

July 2, 2024

Captrust Financial Advisors Acquires $1.1 Billion RIA in Washington

December 11, 2023

Commonwealth Financial Expands Model Portfolio Platform

December 7, 2023

Perigon Wealth Management Acquires Nevada RIA with $275 Million AUM

November 30, 2023

Commonwealth Recruits Former Lincoln Investment Team with $3 Billion AUM

November 29, 2023

Cetera Completes Acquisition of Avantax

November 28, 2023

Creative Planning Acquires Meisrow’s $13 Billion Corporate Retirement Advisory Services Team

November 1, 2023

CAIS Launches Software Platform for Alternatives

October 26, 2023

Cetera to Acquire Avantax for $1.2 billion

September 12, 2023

Webinar Video: QSBS 1202: A Powerful Tax Benefit You’ve Probably Never Heard Of

June 14, 2023

DST Investments in Land: Not Your Traditional 1031 Exchange

March 27, 2023

506(c) Offerings: Practical Guidance for Broker-Dealers and Registered Investment Advisers

March 24, 2023

Wealth Advisory Firm with $250 Million in Assets Under Administration Joins Cetera

March 9, 2023

Cetera Recruits Two Advisors with $218 Million in Assets Under Administration

March 1, 2023

$206 Million Firm Joins Cetera

February 27, 2023

Three Firms Managing More Than $600 Million Join Cetera

February 21, 2023

Cetera Makes Strategic Investment in $1.7 Billion Prosperity Advisors

February 10, 2023

Cetera Reports Record Recruitment in 2022, Adds $13 Billion in Assets Under Advisement

February 2, 2023

ADISA Announces 2023 Officers

January 26, 2023

LPL Expands Investor and Investment Solutions Leadership Team with Two New Hires

January 25, 2023