Announced
Completed
Financials
Tags
Diversified Financials
Completed
Single Bidder
Domestic
Acquisition
Majority
Friendly
United States
retirement planning
wealth management
Private
Synopsis
Cetera Holdings, a financial advisor Wealth Hub where financial advisors and institutions can optimize professional control and value creation, completed the acquisition of The Retirement Planning Group, an independent registered investment advisory (RIA) firm. Financial terms were not disclosed. "As we looked to the future of our business, we quickly realized that Cetera delivers on all the areas that are most important to our business and our clients. This partnership sets us up for a bright future as we continue to attract advisors seeking to focus more on taking care of their clients and less on the operational aspects of running a business. Cetera is a great cultural fit for our employees and our clients, and we are excited and honored to call Cetera home," Kevin Conard, The Retirement Planning Group CEO.
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