Cetera to Acquire Assets Related to Voya Financial Advisors Independent Financial Planning Channel
Underscoring Focus on Growth, Cetera To Have Over $300B in Assets Serving More than 3.1M Retail Customers, Accounts
Cetera Advances Mission to Empower More Financial Professionals to Deliver an Advice-Centric Experience® to Investors
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LOS ANGELES, Feb. 8, 2021 /PRNewswire/ Cetera announced today that it has entered into a definitive agreement to acquire certain assets related to the independent financial planning channel of Voya Financial Advisors (VFA). Through this acquisition , VFA independent financial professionals providing holistic financial planning to 385,000 retail customers with nearly $40 billion in assets will become part of Cetera. By joining Cetera, the financial professionals will gain comprehensive, leading-edge growth capabilities, with increased flexibility and choice as independent business owners.
Caring Cetera Raises $240,000 to date with Launch of Diversity in Financial Planning Scholarship
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LOS ANGELES, Jan. 27, 2021 /PRNewswire/ Caring Cetera, a 501(c)(3) nonprofit founded and led by financial professionals affiliated with Cetera, has launched a Diversity in Financial Planning Scholarship and raised $240,000 for the program in 2020. Cetera matched all donations made after the scholarship launched and initial fundraising began during [email protected], its virtual conference held in October last year. The scholarship aims to improve diversity within the profession and increase opportunities to work with and benefit all communities to pursue greater financial security and wellness. The Caring Cetera team has plans to expand upon fundraising and scholarship development efforts this year.
Cetera Acquires Financial Services Firm BAR Financial LLC
Ownership Model Chosen as BAR s Succession Strategy for Continued Growth
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LOS ANGELES, Jan. 13, 2021 /PRNewswire/ Cetera
® has acquired BAR Financial, a financial services firm comprising nearly 300 independent financial professionals, 25 employees, and nearly $4 billion AUM on Cetera s My Advice Architect
® advisory platform. Through this transaction, the details of which were not disclosed, BAR has transitioned to become a Cetera-owned, region-managed group, allowing BAR to retain its brand autonomy while directly benefiting from the resources and scale Cetera offers.
Pictured L to R: John Brackett, Eric A. Huck, Anthony Tarantino
By Tori Guttierez, Cetera Investors
There has been a lot of angst over the faltering economy in general, but the âCOVID generationâ â young adults just hitting the job market or those looking forward to achieving key financial milestones â have been particularly hard-hit by the ongoing coronavirus pandemic. These young workers are facing a tight job market while paying down student debt just as housing prices skyrocket.
While it may seem like a less than opportune time to think about savings and financial well-being, there are good reasons for millennials to be proactive. Even amid recent economic volatility, there are ways for millennials to take advantage of greater financial offerings and new opportunities to save. From adaptive budgeting to strategic investing, there are a number of things savvy millennials can do to enter 2021 with confidence.
Cetera Welcomes $152 Million AUM 52 Weeks Financial to its Summit Financial Networks Region yahoo.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from yahoo.com Daily Mail and Mail on Sunday newspapers.