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Wednesday, August 19, 2026The Morning Brief →Sign in
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Cetera Planning Partners

In PWD coverage since August 18, 2026 · 1 story
1Deals on our tracker
Deal recordFull tracker →
Apr 27, 26Deal announcedCetera Financial Group · The Retirement Planning Group · Avantax Planning Partners · $19B
PWD coverage
move

Cetera unites Avantax, TRPG under one $19B RIA

Cetera folds Avantax Planning Partners and The Retirement Planning Group into one RIA, promising advisors they won't have to choose between today and the future.
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