Latest Breaking News On - Genstar capital backed cetera - Page 1 : vimarsana.com

Cetera Takes Minority Stake in $2 8B OSJ

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

Jeffrey buchheisterMike durbinTrevor wildeCetera financial groupCetera holdingsFidelity investmentsRetirement planning groupWilde wealth managementCetera advisorsManaging principal trevor wildeWealth hubGenstar capital backed ceteraWilde wealthEntrepreneurial capitalRetirement planningGenstar capital

Cetera to acquire Avantax | Financial Planning

Cetera to acquire Avantax | Financial Planning
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Georganne proctorChris waltersAdam antoniadesCetera financial groupSecurian financial groupLos cetera holdingsComplimentary accessDallas based avantaxGenstar capital backed ceteraFocus financial partnersCetera financialCetera financial specialistChair georganne proctor

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.

United statesBrent rohlikMike townsendDan maySuzanne holtJodie papikeRachel stonebergAndy irlbeckRegulus financial group for cetera advisor networksRohlik financial groupRetirement plan services rachel stonebergSearch advisor placement servicesAdvisor groupCetera financial groupFinancial groupRegulus financial group

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.

United statesJohn eubanksDelong browerAaron kruegerJoe johnsonAdvisor groupDelong brower financial servicesCetera financial groupWealth partnersCetera financial specialistsMichigan based delongBrower financial servicesFinancial specialistsPark suttonGenstar capital backed ceteraPartner joe johnson

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.

United statesAdam antoniadesPat sullivanFrank smithDavid bordenJohn hylandAdvisor groupMutual groupCetera financial groupPrivate advisor groupNew jersey basedPrivate advisorPresident frank smithMerchant investment managementCetera advisorsGenstar capital backed cetera