Diversify Advisor Network Expands Internal Asset Management Platform and Team

March 13, 2024

ExchangeRight Reports 2023 Performance

March 13, 2024

Osaic Lands $210 Million Team from Ameriprise

March 12, 2024

Wealthforge Sells Altigo to SEI

December 22, 2023

Atria Wealth Solutions Adds Former Cetera and Edward Jones Team with $175 in Client Assets

December 22, 2023

SEC Staff Report Says Accredited Investor Population Has Grown 16x Since 1982

December 22, 2023

Sponsored: Eyeballs Financial LLC Rebrands as Finntalk Teaches Financial Literacy

September 21, 2023

Atria Wealth Solutions Acquires Former Kestra Firm

September 7, 2023

Cadaret Grant Recruits Team with $1.1 Billion in Assets

June 1, 2023

Wealth Advisory Firm with $250 Million in Assets Under Administration Joins Cetera

March 9, 2023

Cetera Recruits Two Advisors with $218 Million in Assets Under Administration

March 1, 2023

$206 Million Firm Joins Cetera

February 27, 2023

Three Firms Managing More Than $600 Million Join Cetera

February 21, 2023

Cetera Makes Strategic Investment in $1.7 Billion Prosperity Advisors

February 10, 2023

Cetera Reports Record Recruitment in 2022, Adds $13 Billion in Assets Under Advisement

February 2, 2023

Cetera Financial Recruits $2.5 Billion RIA

January 13, 2023

Atria Taps Former LPL Managing Director to Lead Independent Channel

December 1, 2022

Cetera Financial Attracts Record $6.3 Billion in Assets via Third Quarter Recruiting

October 14, 2022

Cetera Recruits $140 Million Team from Commonwealth

September 7, 2022

Atria’s Cadaret Grant Adds Former UBS Team with $600 Million in Client Assets

September 2, 2022