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Established wealth management firm overseeing nearly $200 million represents fourth acquisition of 2024 for Cetera's employee-based RIA, The Retirement Planning Group

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Industry veteran managing $400 million leaves UBS to join Wilde Wealth, one of the largest businesses within Cetera Advisors community

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SAN DIEGO, Oct.

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Event designed to build community, foster connections and engage attendees in valuable peer-to-peer learning

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Tom Wolf joins Cetera from Arvest Wealth Management, launching independent firm Apex Wealth Management.

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Approximately 350 financial professionals overseeing more than $12B in AUA and $4Bin AUM to join Cetera Wealth Partners community

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Marilyn Schmitt joins Cetera from Osaic Wealth Management Group

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The firms' collaboration achieved significant success since inception in 2013 and is renewed to continue delivering industry-leading results

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Antoniades' success builds critically strong foundation for Cetera's next chapter of growth

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Florida-based credit union with 70-year track record to collaborate with Cetera Financial Institutions to grow and deliver member-focused investment program