CEO Mike Durbin says Cetera's approaches for succession planning are picking up pace within the broker/dealer, as well as ...
That move to boost transition assistance packages – or recruiting bonuses – to attract advisors from Commonwealth and other firms has appeared to pay off for Cetera Financial Group, which works with ...
Mike Durbin now holds both CEO titles at company. Brooke's Note: Genstar is everywhere, and everywhere it goes, CEOs seem to come and go. Now Mike Durbin is filling the spot vacated by beloved Adam ...
OneDigital, an Atlanta-based insurance, talent and financial advisory firm with more than $155 billion in client assets, has ...
Also, Concurrent lands a $750M RIA, AmeriFlex added $1.7B in assets, F.L Putnam acquires a $500M RIA, and a Texas bank enters ...
Cetera Financial Group has agreed to sell a majority stake in itself to private equity firm Genstar Capital, a deal with a suitor who had flown below the radar despite rampant speculation about ...
“There were layoffs at Cetera in January but there’s more to come this year,” said one senior industry executive who does not work at Cetera and spoke confidentially to InvestmentNews about the matter ...
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cetera Financial Group has combined two of its internal, owned registered investment ...
Cetera has acquired the wealth management business of Darnall Sikes Wealth Partners, adding $1.9 billion in client assets to its “RIA and Branches” channel created in June 2025. Darnall Sikes, based ...
Cetera has recruited a 12-member team that had about $380 million under administration at LPL in Charlottesville, Va., according to a news release. Wilkinson Wealth Management is led by Susan ...
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