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 ...
Wilde Wealth Management Group, one of the largest offices of supervisory jurisdiction affiliated with Cetera Advisors, with $3.6 billion in assets, has named Drew Kliber to lead its new family office ...
Cetera Financial Group has made a minority investment in Wilde Wealth Management, one of the firm’s largest offices of supervisory jurisdiction affiliated with Cetera Advisors, with more than $2.8 ...
Two of those groups of advisors, Gigi Schneppat, with $60 million in assets under administration and King Financial Network with $1.1 billion in assets under administration, hail from Commonwealth ...
maintaining excellent service and access to Fidelity's NFS custody and clearing DALLAS, Oct. 30, 2025 /PRNewswire/ -- Cetera welcomes long-time Commonwealth Financial Network advisor Christian R.
The MarketWatch News Department was not involved in the creation of this content. Firm founder Howell Cullens and team chose Cetera seeking to replicate the superior service and robust support for ...
The combined company will have over 100 advisors, approximately $19 billion in AUA 1, and operate as a unique employee-advisor community within Cetera's RIA and Branches channel. Forming Cetera ...
Team joins from Wells Fargo seeking strong technology, advisor flexibility and growth resources SAN DIEGO, Feb. 18, 2026 /PRNewswire/ -- Cetera welcomes financial advisor Shawn Longley, who joined ...
While Cetera Holdings is trying to make the 3,100 financial advisors at Avantax Inc. comfortable as Cetera works to close its acquisition of the tax-focused firm by the end of the year, it looks as if ...
Cetera advisors will soon be able to offer their clients what Asset-Map’s CEO dubs a financial X-ray. Cetera Financial Group, a network of independent broker-dealers, is partnering with Asset-Map to ...
CHICAGO--(BUSINESS WIRE)--YCharts, a cloud-based investment research platform that enables wealth advisors and asset managers to make smarter investment decisions and to orchestrate better ...
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