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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.
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 ...
Cetera (2023–present) Website: avantax.com: Avantax is a tax-focused independent broker-dealer in the United States. On November 28, 2023, Cetera completed the ...
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Get matched with a trusted financial advisor in 4 simple steps How to avoid bankruptcy in your golden years Preparing for a comfortable retirement now is one of the most effective ways to avoid ...
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