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Cetera Takes Minority Stake in $2.8B OSJ

Cetera has done more than 12 such transactions in the past year. ....

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Cetera to acquire Avantax | Financial Planning

Cetera to acquire Avantax | Financial Planning
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Cetera recruits $1B Rohlik Financial Group | Financial Planning

The advisors left a firm called Regulus and aligned with AdvisorNet Financial as they seek to build a larger base of individual wealth and planning clients. ....

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Cetera branch Farpointe launches joint venture with DeLong & Brower

The joint project with one of the largest advisory practices in the firm's tax-focused brokerage displays how wealth management firms are backing their OSJs. ....

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Private Advisor Group gets new CEO, Cetera invests in CCR

Private Advisor Group is going through a CEO succession, while $2.5B firm CCR secured financing from the parent of its longtime brokerage. ....

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