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2. Look into professional advisor organizations. If you don’t mind doing a little research, several organizations offer free databases you can use to find financial advisors.
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
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Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
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In 2021, Broadridge announced that RBC Wealth Management-U.S. would be its second client utilizing its new advisor technology platform for wealth management. [20] In September 2022, Cetera became the first company to use Broadridge's Wealth InFocus communications platform, which focused on communications related to wealth management. [21]
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