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Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States.
Year Event 2015 Blucora announces acquisition of HD Vest [3]: 2019 Avantax closed the acquisition of all the issued and outstanding common stock of 1st Global, a tax-focused wealth management company.
Wikipedia categories named after financial services companies of the United States (87 C) Pages in category "Financial services companies of the United States" The following 200 pages are in this category, out of approximately 347 total.
In June 2006, the company agreed to buy AssetMark Investment Services for $230 million. [14] In 2007, another GE Capital insurance company, First Colony Life Insurance Company, merged with the company's life insurance division and became the surviving entity. [15] In May 2007, the company sold its employee benefits business to Sun Life ...
On November 15, RCS Capital announced the acquisition of asset management and investment advisory services firm Summit Financial Services Group, Inc. On January 16, 2014 RCS Capital announced that it had agreed to purchase Cetera Financial Group and on January 17, 2014 announced its similar intention to acquire J.P. Turner & Company for $1.15 ...
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DTCC was established in 1999 as a holding company to combine The Depository Trust Company (DTC) and National Securities Clearing Corporation (NSCC).. In 2008, The Clearing Corporation (CCorp) and The Depository Trust & Clearing Corporation announced CCorp members will benefit from CCorp's netting and risk management processes, and will leverage the asset servicing capabilities of DTCC's Trade ...
Pages in category "Investment management companies of the United States" The following 194 pages are in this category, out of 194 total. This list may not reflect recent changes .
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