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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.
Calamos Investments; Calvert Investments; Cambridge Associates; Cambridge Investment Research; Capital Group Companies; Capstone Investment Advisors; Captrust; Cetera Financial Group; Charles Schwab Corporation; Citadel LLC; Clarium Capital; Columbia Threadneedle Investments; Columbus Nova; Commonfund; Conning (company) Cottonwood Technology ...
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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 brand and service platform.
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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 ...
Louisville, KY, based Investment company ARGI Investment Services, LLC (Current Portfolio) buys BTC iShares MSCI Emerging Markets Multifactor ETF, Hartford Multifactor Developed Markets ...