broker-dealer transition

The latest news about broker-dealer transition: headlines, AI summaries and the full story from every source.

• Cetera Welcomes Edward Duffy and His Lexington Financial Team with $608 Million in AUA PR Newswire · July 7, 2026, 12:05 UTC
• Cetera Welcomes Former Commonwealth Advisors with $490 Million in AUA PR Newswire · June 4, 2026, 12:05 UTC
• Cetera Welcomes Mark Yatros and Allegiant Wealth Strategies with $176 Million in AUA PR Newswire · May 20, 2026, 12:05 UTC