Cetera Launches Cetera Planning Partners, a Nearly $19 Billion National RIA
Cetera Financial Group has launched Cetera Planning Partners, a new national RIA combining Avantax Planning Partners and The Retirement Planning Group, with over $19 billion in AUA. The move aims to enhance the advisor and client experience by providing integrated financial planning resources and a comprehensive succession solution. This expansion is part of Cetera's broader strategy to grow its employee-advisor RIA community.
Topics: advisor services company restructuring financial planning M&A RIA consolidation